Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.2K Hold
770
0.01% 243
2025
Q1
$85.6K Sell
770
-335
-30% -$37.2K 0.01% 216
2024
Q4
$114K Sell
1,105
-2
-0.2% -$207 0.02% 194
2024
Q3
$124K Buy
1,107
+6
+0.5% +$671 0.01% 201
2024
Q2
$98.3K Sell
1,101
-46
-4% -$4.11K 0.01% 271
2024
Q1
$98.5K Buy
+1,147
New +$98.5K 0.01% 274
2023
Q3
Sell
-1,101
Closed -$76.9K 597
2023
Q2
$76.9K Hold
1,101
0.01% 230
2023
Q1
$71K Sell
1,101
-156
-12% -$10.1K 0.01% 267
2022
Q4
$90.4K Buy
1,257
+6
+0.5% +$432 0.01% 229
2022
Q3
$70K Buy
1,251
+341
+37% +$19.1K 0.01% 272
2022
Q2
$50K Buy
910
+144
+19% +$7.91K 0.01% 296
2022
Q1
$49K Hold
766
0.01% 226
2021
Q4
$45K Hold
766
0.01% 196
2021
Q3
$40K Hold
766
0.01% 163
2021
Q2
$41K Hold
766
0.01% 168
2021
Q1
$39K Hold
766
0.01% 162
2020
Q4
$34K Sell
766
-62
-7% -$2.75K 0.01% 160
2020
Q3
$30K Buy
828
+62
+8% +$2.25K 0.01% 157
2020
Q2
$28K Hold
766
0.01% 129
2020
Q1
$26K Hold
766
0.02% 110
2019
Q4
$41K Hold
766
0.02% 124
2019
Q3
$40K Hold
766
0.02% 129
2019
Q2
$42K Hold
766
0.01% 150
2019
Q1
$38K Hold
766
0.01% 131
2018
Q4
$35K Hold
766
0.01% 132
2018
Q3
$36K Hold
766
0.03% 142
2018
Q2
$33K Hold
766
0.03% 150
2018
Q1
$34K Hold
766
0.03% 142
2017
Q4
$34K Buy
+766
New +$34K 0.03% 149