Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.21K Hold
137
﹤0.01% 806
2025
Q1
$10.7K Sell
137
-33
-19% -$2.57K ﹤0.01% 728
2024
Q4
$13.9K Buy
170
+33
+24% +$2.7K ﹤0.01% 655
2024
Q3
$10.6K Sell
137
-8
-6% -$619 ﹤0.01% 688
2024
Q2
$10.6K Hold
145
﹤0.01% 655
2024
Q1
$12.6K Hold
145
﹤0.01% 604
2023
Q4
$11.1K Hold
145
﹤0.01% 603
2023
Q3
$10.3K Hold
145
﹤0.01% 584
2023
Q2
$12.1K Hold
145
﹤0.01% 552
2023
Q1
$9.32K Buy
145
+46
+46% +$2.96K ﹤0.01% 603
2022
Q4
$6.03K Hold
99
﹤0.01% 631
2022
Q3
$7K Hold
99
﹤0.01% 632
2022
Q2
$9K Hold
99
﹤0.01% 560
2022
Q1
$10K Hold
99
﹤0.01% 493
2021
Q4
$13K Hold
99
﹤0.01% 447
2021
Q3
$13K Hold
99
﹤0.01% 421
2021
Q2
$13K Hold
99
﹤0.01% 406
2021
Q1
$13K Buy
99
+5
+5% +$657 ﹤0.01% 381
2020
Q4
$8K Hold
94
﹤0.01% 349
2020
Q3
$8K Hold
94
﹤0.01% 327
2020
Q2
$8K Sell
94
-11
-10% -$936 ﹤0.01% 311
2020
Q1
$6K Hold
105
﹤0.01% 314
2019
Q4
$9K Sell
105
-18
-15% -$1.54K ﹤0.01% 294
2019
Q3
$11K Buy
123
+13
+12% +$1.16K 0.01% 249
2019
Q2
$9K Buy
110
+10
+10% +$818 0.01% 248
2019
Q1
$6K Buy
100
+9
+10% +$540 ﹤0.01% 272
2018
Q4
$5K Buy
91
+20
+28% +$1.1K ﹤0.01% 281
2018
Q3
$5K Hold
71
﹤0.01% 270
2018
Q2
$5K Sell
71
-31
-30% -$2.18K ﹤0.01% 279
2018
Q1
$6K Hold
102
﹤0.01% 269
2017
Q4
$7K Hold
102
﹤0.01% 261
2017
Q3
$8K Buy
+102
New +$8K 0.01% 247