Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23K Buy
317
+25
+9% +$1.81K 0.01% 217
2025
Q1
$19K Hold
292
0.01% 251
2024
Q4
$22K Hold
292
0.01% 253
2024
Q3
$26K Sell
292
-230
-44% -$20.5K 0.01% 231
2024
Q2
$39K Sell
522
-230
-31% -$17.2K 0.01% 199
2024
Q1
$71K Hold
752
0.03% 142
2023
Q4
$82K Sell
752
-6
-0.8% -$654 0.03% 128
2023
Q3
$72K Hold
758
0.03% 138
2023
Q2
$84K Hold
758
0.03% 135
2023
Q1
$93K Buy
758
+6
+0.8% +$736 0.04% 125
2022
Q4
$88K Hold
752
0.04% 121
2022
Q3
$63K Hold
752
0.03% 124
2022
Q2
$77K Sell
752
-83
-10% -$8.5K 0.04% 124
2022
Q1
$112K Buy
835
+435
+109% +$58.3K 0.05% 107
2021
Q4
$67K Hold
400
0.03% 119
2021
Q3
$58K Sell
400
-125
-24% -$18.1K 0.03% 121
2021
Q2
$81K Hold
525
0.04% 114
2021
Q1
$70K Hold
525
0.04% 91
2020
Q4
$74K Hold
525
0.05% 86
2020
Q3
$66K Sell
525
-177
-25% -$22.3K 0.05% 77
2020
Q2
$69K Buy
702
+177
+34% +$17.4K 0.06% 75
2020
Q1
$43K Hold
525
0.04% 78
2019
Q4
$53K Hold
525
0.04% 98
2019
Q3
$49K Hold
525
0.04% 97
2019
Q2
$44K Hold
525
0.04% 103
2019
Q1
$44K Hold
525
0.04% 105
2018
Q4
$39K Hold
525
0.04% 107
2018
Q3
$44K Hold
525
0.03% 101
2018
Q2
$42K Hold
525
0.04% 98
2018
Q1
$35K Sell
525
-125
-19% -$8.33K 0.03% 108
2017
Q4
$41K Buy
+650
New +$41K 0.04% 82