Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.5K Sell
77
-16
-17% -$3.64K ﹤0.01% 660
2025
Q1
$22.7K Buy
93
+14
+18% +$3.41K ﹤0.01% 559
2024
Q4
$22.2K Buy
79
+5
+7% +$1.41K ﹤0.01% 556
2024
Q3
$20.3K Buy
74
+23
+45% +$6.3K ﹤0.01% 550
2024
Q2
$15.3K Sell
51
-93
-65% -$27.9K ﹤0.01% 580
2024
Q1
$41.7K Buy
144
+14
+11% +$4.06K ﹤0.01% 414
2023
Q4
$32.9K Sell
130
-21
-14% -$5.31K ﹤0.01% 431
2023
Q3
$40K Buy
151
+35
+30% +$9.27K ﹤0.01% 379
2023
Q2
$28.8K Hold
116
﹤0.01% 403
2023
Q1
$26.5K Hold
116
﹤0.01% 411
2022
Q4
$20.1K Hold
116
﹤0.01% 434
2022
Q3
$17K Sell
116
-59
-34% -$8.65K ﹤0.01% 457
2022
Q2
$40K Sell
175
-30
-15% -$6.86K ﹤0.01% 313
2022
Q1
$47K Sell
205
-45
-18% -$10.3K ﹤0.01% 277
2021
Q4
$65K Hold
250
0.01% 238
2021
Q3
$55K Buy
250
+1
+0.4% +$220 0.01% 239
2021
Q2
$74K Buy
249
+15
+6% +$4.46K 0.01% 212
2021
Q1
$66K Buy
234
+15
+7% +$4.23K 0.01% 205
2020
Q4
$56K Buy
219
+7
+3% +$1.79K 0.01% 190
2020
Q3
$53K Hold
212
0.01% 186
2020
Q2
$30K Hold
212
0.01% 210
2020
Q1
$26K Hold
212
0.01% 199
2019
Q4
$32K Hold
212
0.01% 204
2019
Q3
$31K Hold
212
0.02% 188
2019
Q2
$34K Hold
212
0.02% 163
2019
Q1
$38K Hold
212
0.02% 155
2018
Q4
$34K Hold
212
0.02% 164
2018
Q3
$51K Hold
212
0.03% 143
2018
Q2
$48K Hold
212
0.03% 149
2018
Q1
$51K Hold
212
0.03% 141
2017
Q4
$53K Hold
212
0.03% 135
2017
Q3
$47K Buy
+212
New +$47K 0.03% 137