Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.1K Hold
915
0.02% 310
2025
Q1
$62.7K Hold
915
0.02% 306
2024
Q4
$67.8K Hold
915
0.02% 290
2024
Q3
$58.4K Hold
915
0.02% 306
2024
Q2
$42.4K Hold
915
0.02% 327
2024
Q1
$45K Sell
915
-100
-10% -$4.92K 0.02% 317
2023
Q4
$59K Sell
1,015
-55
-5% -$3.2K 0.03% 281
2023
Q3
$49K Hold
1,070
0.03% 295
2023
Q2
$54K Hold
1,070
0.03% 286
2023
Q1
$48K Sell
1,070
-18
-2% -$807 0.03% 288
2022
Q4
$35K Sell
1,088
-28
-3% -$901 0.02% 311
2022
Q3
$32K Sell
1,116
-60
-5% -$1.72K 0.02% 307
2022
Q2
$37K Sell
1,176
-200
-15% -$6.29K 0.03% 297
2022
Q1
$68K Hold
1,376
0.04% 255
2021
Q4
$88K Buy
+1,376
New +$88K 0.05% 235