Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.4K Hold
150
0.01% 237
2025
Q1
$69.8K Hold
150
0.01% 245
2024
Q4
$62.8K Hold
150
0.01% 253
2024
Q3
$71.5K Hold
150
0.01% 254
2024
Q2
$65.8K Hold
150
0.01% 259
2024
Q1
$69.6K Hold
150
0.01% 259
2023
Q4
$61.6K Hold
150
0.01% 264
2023
Q3
$55.9K Hold
150
0.01% 265
2023
Q2
$57.2K Hold
150
0.01% 275
2023
Q1
$53.3K Sell
150
-17
-10% -$6.04K 0.01% 284
2022
Q4
$54.5K Sell
167
-16
-9% -$5.22K 0.01% 282
2022
Q3
$49K Buy
183
+17
+10% +$4.55K 0.01% 284
2022
Q2
$48K Hold
166
0.01% 293
2022
Q1
$53K Hold
166
0.01% 294
2021
Q4
$58K Hold
166
0.01% 298
2021
Q3
$49K Hold
166
0.01% 317
2021
Q2
$48K Hold
166
0.01% 318
2021
Q1
$47K Sell
166
-27
-14% -$7.65K 0.01% 313
2020
Q4
$51K Sell
193
-50
-21% -$13.2K 0.01% 300
2020
Q3
$58K Hold
243
0.01% 289
2020
Q2
$52K Hold
243
0.01% 290
2020
Q1
$42K Hold
243
0.01% 275
2019
Q4
$52K Hold
243
0.01% 280
2019
Q3
$47K Hold
243
0.01% 269
2019
Q2
$49K Hold
243
0.01% 270
2019
Q1
$43K Hold
243
0.01% 273
2018
Q4
$38K Buy
+243
New +$38K 0.01% 275