Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.4K Sell
155
-14
-8% -$4.92K ﹤0.01% 838
2025
Q1
$53.5K Sell
169
-4
-2% -$1.27K ﹤0.01% 808
2024
Q4
$58.4K Hold
173
﹤0.01% 741
2024
Q3
$55.1K Sell
173
-13
-7% -$4.14K ﹤0.01% 754
2024
Q2
$59.8K Buy
186
+84
+82% +$27K 0.01% 712
2024
Q1
$35.4K Buy
102
+74
+264% +$25.7K ﹤0.01% 822
2023
Q4
$10.2K Hold
28
﹤0.01% 1091
2023
Q3
$8.33K Hold
28
﹤0.01% 1075
2023
Q2
$9.25K Hold
28
﹤0.01% 1036
2023
Q1
$9.32K Hold
28
﹤0.01% 976
2022
Q4
$6.77K Hold
28
﹤0.01% 976
2022
Q3
$6K Hold
28
﹤0.01% 987
2022
Q2
$7K Hold
28
﹤0.01% 927
2022
Q1
$9K Hold
28
﹤0.01% 920
2021
Q4
$11K Sell
28
-141
-83% -$55.4K ﹤0.01% 874
2021
Q3
$58K Hold
169
0.01% 570
2021
Q2
$59K Hold
169
0.01% 557
2021
Q1
$57K Hold
169
0.01% 529
2020
Q4
$61K Hold
169
0.01% 466
2020
Q3
$55K Hold
169
0.01% 445
2020
Q2
$49K Buy
+169
New +$49K 0.01% 419
2018
Q4
Sell
-28
Closed -$5K 586
2018
Q3
$5K Hold
28
﹤0.01% 520
2018
Q2
$5K Hold
28
﹤0.01% 542
2018
Q1
$4K Hold
28
﹤0.01% 507
2017
Q4
$4K Hold
28
﹤0.01% 511
2017
Q3
$3K Hold
28
﹤0.01% 570
2017
Q2
$3K Hold
28
﹤0.01% 577
2017
Q1
$3K Hold
28
﹤0.01% 539
2016
Q4
$3K Buy
+28
New +$3K ﹤0.01% 524