Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.1K Buy
413
+1
+0.2% +$24 ﹤0.01% 508
2025
Q1
$11.4K Buy
412
+1
+0.2% +$28 ﹤0.01% 484
2024
Q4
$13.4K Buy
411
+1
+0.2% +$33 ﹤0.01% 471
2024
Q3
$14.7K Buy
410
+1
+0.2% +$36 0.01% 433
2024
Q2
$14.3K Buy
409
+1
+0.2% +$35 0.01% 425
2024
Q1
$12.3K Buy
408
+1
+0.2% +$30 ﹤0.01% 436
2023
Q4
$12.3K Buy
407
+1
+0.2% +$30 0.01% 451
2023
Q3
$10.4K Buy
406
+1
+0.2% +$26 ﹤0.01% 445
2023
Q2
$12.4K Buy
405
+1
+0.2% +$31 0.01% 429
2023
Q1
$11.9K Buy
404
+1
+0.2% +$29 0.01% 430
2022
Q4
$10.8K Buy
403
+1
+0.2% +$27 0.01% 429
2022
Q3
$10K Hold
402
0.01% 438
2022
Q2
$13.2K Buy
402
+1
+0.2% +$33 0.01% 403
2022
Q1
$14.6K Hold
401
0.01% 413
2021
Q4
$15.1K Hold
401
0.01% 392
2021
Q3
$11K Hold
401
0.01% 435
2021
Q2
$12.1K Sell
401
-12,331
-97% -$372K 0.01% 450
2021
Q1
$401K Buy
12,732
+12,331
+3,075% +$388K 0.02% 315
2020
Q4
$9.86K Hold
401
0.01% 408
2020
Q3
$7.62K Hold
401
0.01% 389
2020
Q2
$6.99K Sell
401
-414
-51% -$7.22K 0.01% 379
2020
Q1
$14.1K Buy
815
+1
+0.1% +$17 0.01% 281
2019
Q4
$16.7K Buy
+814
New +$16.7K 0.01% 283