Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.6K Hold
154
0.01% 247
2025
Q1
$59.1K Hold
154
0.01% 252
2024
Q4
$68.5K Hold
154
0.01% 246
2024
Q3
$79.7K Hold
154
0.01% 248
2024
Q2
$85.6K Hold
154
0.01% 252
2024
Q1
$77.7K Hold
154
0.01% 257
2023
Q4
$91.9K Hold
154
0.01% 248
2023
Q3
$78.5K Sell
154
-15
-9% -$7.65K 0.01% 249
2023
Q2
$82.6K Hold
169
0.01% 255
2023
Q1
$65.1K Hold
169
0.01% 274
2022
Q4
$56.9K Sell
169
-214
-56% -$72K 0.01% 279
2022
Q3
$105K Sell
383
-72
-16% -$19.7K 0.02% 244
2022
Q2
$167K Hold
455
0.02% 226
2022
Q1
$207K Sell
455
-631
-58% -$287K 0.03% 222
2021
Q4
$616K Sell
1,086
-29
-3% -$16.4K 0.07% 171
2021
Q3
$642K Sell
1,115
-7
-0.6% -$4.03K 0.08% 167
2021
Q2
$657K Sell
1,122
-12
-1% -$7.03K 0.08% 178
2021
Q1
$539K Sell
1,134
-13
-1% -$6.18K 0.07% 184
2020
Q4
$574K Sell
1,147
-50
-4% -$25K 0.08% 173
2020
Q3
$587K Sell
1,197
-127
-10% -$62.3K 0.09% 171
2020
Q2
$576K Buy
1,324
+1,124
+562% +$489K 0.1% 157
2020
Q1
$64K Hold
200
0.01% 251
2019
Q4
$66K Hold
200
0.01% 265
2019
Q3
$55K Hold
200
0.01% 258
2019
Q2
$59K Hold
200
0.01% 258
2019
Q1
$53K Sell
200
-200
-50% -$53K 0.01% 258
2018
Q4
$90K Hold
400
0.02% 233
2018
Q3
$108K Hold
400
0.02% 233
2018
Q2
$98K Sell
400
-295
-42% -$72.3K 0.02% 236
2018
Q1
$150K Hold
695
0.03% 212
2017
Q4
$122K Buy
+695
New +$122K 0.01% 316