Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.1K Buy
542
+5
+0.9% +$600 0.01% 495
2025
Q1
$79.1K Sell
537
-17
-3% -$2.5K 0.01% 434
2024
Q4
$90K Buy
554
+13
+2% +$2.11K 0.01% 408
2024
Q3
$88.1K Hold
541
0.01% 399
2024
Q2
$73.8K Buy
541
+11
+2% +$1.5K 0.01% 419
2024
Q1
$81.1K Hold
530
0.01% 398
2023
Q4
$75.6K Buy
+530
New +$75.6K 0.01% 381
2023
Q3
Sell
-505
Closed -$80.3K 365
2023
Q2
$80.3K Hold
505
0.02% 348
2023
Q1
$79.9K Buy
505
+5
+1% +$791 0.02% 343
2022
Q4
$70.2K Sell
500
-55
-10% -$7.72K 0.02% 342
2022
Q3
$71K Buy
555
+35
+7% +$4.48K 0.02% 294
2022
Q2
$73K Hold
520
0.02% 288
2022
Q1
$72K Sell
520
-15
-3% -$2.08K 0.02% 320
2021
Q4
$93K Sell
535
-110
-17% -$19.1K 0.02% 257
2021
Q3
$136K Sell
645
-20
-3% -$4.22K 0.1% 104
2021
Q2
$120K Buy
665
+5
+0.8% +$902 0.03% 215
2021
Q1
$127K Buy
660
+15
+2% +$2.89K 0.05% 154
2020
Q4
$130K Hold
645
0.08% 113
2020
Q3
$136K Buy
645
+145
+29% +$30.6K 0.1% 104
2020
Q2
$110K Hold
500
0.09% 108
2020
Q1
$87K Buy
+500
New +$87K 0.09% 108