Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.4K Hold
228
﹤0.01% 1079
2025
Q1
$13.2K Hold
228
﹤0.01% 1059
2024
Q4
$15.7K Hold
228
﹤0.01% 1011
2024
Q3
$15.2K Hold
228
﹤0.01% 999
2024
Q2
$16.9K Hold
228
﹤0.01% 969
2024
Q1
$22.7K Hold
228
﹤0.01% 943
2023
Q4
$18.9K Hold
228
﹤0.01% 961
2023
Q3
$14.1K Buy
228
+28
+14% +$1.73K ﹤0.01% 991
2023
Q2
$13.1K Sell
200
-481
-71% -$31.5K ﹤0.01% 995
2023
Q1
$33.1K Hold
681
﹤0.01% 860
2022
Q4
$28.8K Hold
681
﹤0.01% 870
2022
Q3
$30K Sell
681
-10
-1% -$441 ﹤0.01% 869
2022
Q2
$37K Hold
691
﹤0.01% 827
2022
Q1
$45K Buy
691
+10
+1% +$651 ﹤0.01% 828
2021
Q4
$92K Sell
681
-53
-7% -$7.16K ﹤0.01% 706
2021
Q3
$74K Hold
734
﹤0.01% 705
2021
Q2
$75K Buy
734
+200
+37% +$20.4K ﹤0.01% 676
2021
Q1
$49K Sell
534
-170
-24% -$15.6K ﹤0.01% 701
2020
Q4
$59K Buy
704
+170
+32% +$14.2K ﹤0.01% 660
2020
Q3
$38K Sell
534
-408
-43% -$29K ﹤0.01% 692
2020
Q2
$62K Hold
942
﹤0.01% 601
2020
Q1
$38K Hold
942
﹤0.01% 654
2019
Q4
$43K Sell
942
-66
-7% -$3.01K ﹤0.01% 704
2019
Q3
$46K Hold
1,008
﹤0.01% 667
2019
Q2
$35K Hold
1,008
﹤0.01% 710
2019
Q1
$31K Buy
1,008
+660
+190% +$20.3K ﹤0.01% 706
2018
Q4
$10K Buy
+348
New +$10K ﹤0.01% 901