Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69K Hold
77
0.03% 215
2025
Q1
$52.3K Sell
77
-5
-6% -$3.4K 0.03% 241
2024
Q4
$51.7K Hold
82
0.02% 240
2024
Q3
$63.5K Hold
82
0.03% 233
2024
Q2
$67.6K Hold
82
0.03% 220
2024
Q1
$57.3K Buy
82
+52
+173% +$36.3K 0.03% 233
2023
Q4
$17.4K Hold
30
0.01% 321
2023
Q3
$13.8K Buy
30
+10
+50% +$4.59K 0.01% 332
2023
Q2
$9.7K Sell
20
-8
-29% -$3.88K 0.01% 336
2023
Q1
$11.2K Hold
28
0.01% 334
2022
Q4
$10.6K Hold
28
0.01% 325
2022
Q3
$8K Sell
28
-8
-22% -$2.29K 0.01% 344
2022
Q2
$11K Hold
36
0.01% 315
2022
Q1
$13K Sell
36
-41
-53% -$14.8K 0.01% 317
2021
Q4
$33K Sell
77
-98
-56% -$42K 0.02% 252
2021
Q3
$59K Sell
175
-90
-34% -$30.3K 0.04% 217
2021
Q2
$86K Sell
265
-39
-13% -$12.7K 0.05% 196
2021
Q1
$100K Sell
304
-22
-7% -$7.24K 0.07% 182
2020
Q4
$84K Hold
326
0.06% 186
2020
Q3
$63K Sell
326
-418
-56% -$80.8K 0.05% 198
2020
Q2
$145K Sell
744
-200
-21% -$39K 0.13% 146
2020
Q1
$136K Sell
944
-348
-27% -$50.1K 0.15% 142
2019
Q4
$230K Sell
1,292
-179
-12% -$31.9K 0.19% 133
2019
Q3
$234K Sell
1,471
-776
-35% -$123K 0.22% 119
2019
Q2
$266K Sell
2,247
-495
-18% -$58.6K 0.23% 109
2019
Q1
$327K Buy
2,742
+382
+16% +$45.6K 0.17% 97
2018
Q4
$211K Buy
2,360
+183
+8% +$16.4K 0.13% 104
2018
Q3
$222K Sell
2,177
-222
-9% -$22.6K 0.13% 104
2018
Q2
$246K Sell
2,399
-672
-22% -$68.9K 0.14% 94
2018
Q1
$334K Buy
+3,071
New +$334K 0.2% 87