Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72K Hold
475
0.02% 135
2025
Q1
$70K Hold
475
0.03% 140
2024
Q4
$61K Sell
475
-298
-39% -$38.3K 0.02% 155
2024
Q3
$106K Hold
773
0.04% 120
2024
Q2
$79K Sell
773
-362
-32% -$37K 0.03% 139
2024
Q1
$101K Buy
1,135
+2
+0.2% +$178 0.04% 123
2023
Q4
$104K Buy
1,133
+3
+0.3% +$275 0.04% 111
2023
Q3
$89K Sell
1,130
-60
-5% -$4.73K 0.04% 126
2023
Q2
$100K Buy
1,190
+2
+0.2% +$168 0.04% 123
2023
Q1
$104K Buy
1,188
+2
+0.2% +$175 0.05% 120
2022
Q4
$119K Buy
1,186
+2
+0.2% +$201 0.06% 109
2022
Q3
$109K Sell
1,184
-441
-27% -$40.6K 0.06% 105
2022
Q2
$176K Buy
1,625
+498
+44% +$53.9K 0.09% 91
2022
Q1
$140K Buy
1,127
+27
+2% +$3.35K 0.06% 98
2021
Q4
$163K Hold
1,100
0.07% 96
2021
Q3
$161K Buy
1,100
+74
+7% +$10.8K 0.08% 93
2021
Q2
$170K Buy
1,026
+160
+18% +$26.5K 0.08% 97
2021
Q1
$140K Hold
866
0.08% 69
2020
Q4
$127K Hold
866
0.08% 71
2020
Q3
$116K Buy
866
+19
+2% +$2.55K 0.09% 65
2020
Q2
$110K Sell
847
-436
-34% -$56.6K 0.09% 64
2020
Q1
$146K Buy
1,283
+478
+59% +$54.4K 0.15% 42
2019
Q4
$119K Hold
805
0.09% 62
2019
Q3
$111K Hold
805
0.09% 61
2019
Q2
$117K Hold
805
0.09% 59
2019
Q1
$140K Hold
805
0.12% 55
2018
Q4
$128K Hold
805
0.12% 54
2018
Q3
$142K Hold
805
0.11% 55
2018
Q2
$132K Sell
805
-149
-16% -$24.4K 0.11% 54
2018
Q1
$175K Hold
954
0.15% 47
2017
Q4
$188K Buy
+954
New +$188K 0.17% 36