Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.7K Sell
358
-450
-56% -$31K ﹤0.01% 365
2025
Q1
$55.7K Hold
808
0.01% 312
2024
Q4
$49.7K Hold
808
0.01% 317
2024
Q3
$50.1K Hold
808
0.01% 313
2024
Q2
$42.8K Hold
808
0.01% 315
2024
Q1
$43.1K Hold
808
0.01% 325
2023
Q4
$42.2K Hold
808
0.01% 327
2023
Q3
$41K Hold
808
0.01% 327
2023
Q2
$47.2K Hold
808
0.01% 328
2023
Q1
$49.4K Hold
808
0.01% 311
2022
Q4
$50.8K Hold
808
0.01% 304
2022
Q3
$48K Sell
808
-87
-10% -$5.17K 0.01% 309
2022
Q2
$58K Hold
895
0.01% 288
2022
Q1
$61K Hold
895
0.01% 302
2021
Q4
$56K Hold
895
0.01% 306
2021
Q3
$56K Sell
895
-10
-1% -$626 0.01% 302
2021
Q2
$55K Sell
905
-48
-5% -$2.92K 0.01% 290
2021
Q1
$57K Sell
953
-55
-5% -$3.29K 0.01% 275
2020
Q4
$56K Sell
1,008
-250
-20% -$13.9K 0.01% 264
2020
Q3
$64K Hold
1,258
0.01% 233
2020
Q2
$75K Sell
1,258
-100
-7% -$5.96K 0.02% 215
2020
Q1
$75K Hold
1,358
0.02% 205
2019
Q4
$88K Hold
1,358
0.02% 210
2019
Q3
$90K Sell
1,358
-100
-7% -$6.63K 0.02% 205
2019
Q2
$88K Hold
1,458
0.02% 204
2019
Q1
$85K Hold
1,458
0.02% 199
2018
Q4
$83K Hold
1,458
0.03% 194
2018
Q3
$80K Buy
1,458
+200
+16% +$11K 0.02% 209
2018
Q2
$71K Buy
+1,258
New +$71K 0.02% 220