Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57.3K Buy
6,234
+395
+7% +$3.63K ﹤0.01% 779
2025
Q1
$56.6K Sell
5,839
-80
-1% -$776 ﹤0.01% 762
2024
Q4
$55.7K Hold
5,919
﹤0.01% 779
2024
Q3
$67.1K Hold
5,919
﹤0.01% 723
2024
Q2
$57.9K Hold
5,919
﹤0.01% 745
2024
Q1
$56.3K Buy
5,919
+80
+1% +$761 ﹤0.01% 790
2023
Q4
$56.3K Hold
5,839
﹤0.01% 770
2023
Q3
$53.5K Hold
5,839
﹤0.01% 763
2023
Q2
$58.3K Hold
5,839
﹤0.01% 755
2023
Q1
$66.4K Hold
5,839
﹤0.01% 738
2022
Q4
$69.5K Hold
5,839
﹤0.01% 712
2022
Q3
$62K Hold
5,839
﹤0.01% 732
2022
Q2
$73K Hold
5,839
﹤0.01% 701
2022
Q1
$66K Hold
5,839
﹤0.01% 758
2021
Q4
$71K Hold
5,839
﹤0.01% 739
2021
Q3
$68K Hold
5,839
﹤0.01% 722
2021
Q2
$67K Hold
5,839
﹤0.01% 690
2021
Q1
$68K Hold
5,839
﹤0.01% 664
2020
Q4
$69K Hold
5,839
﹤0.01% 640
2020
Q3
$64K Hold
5,839
﹤0.01% 618
2020
Q2
$60K Hold
5,839
﹤0.01% 604
2020
Q1
$48K Hold
5,839
﹤0.01% 616
2019
Q4
$64K Buy
5,839
+510
+10% +$5.59K ﹤0.01% 635
2019
Q3
$52K Buy
5,329
+2,779
+109% +$27.1K ﹤0.01% 638
2019
Q2
$28K Buy
+2,550
New +$28K ﹤0.01% 740