Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.3K Hold
57
﹤0.01% 547
2025
Q1
$15.5K Sell
57
-56
-50% -$15.2K ﹤0.01% 579
2024
Q4
$37.5K Hold
113
0.01% 463
2024
Q3
$37.4K Buy
113
+7
+7% +$2.32K 0.01% 478
2024
Q2
$33.2K Buy
106
+36
+51% +$11.3K 0.01% 480
2024
Q1
$21.7K Buy
70
+1
+1% +$311 ﹤0.01% 540
2023
Q4
$16.5K Sell
69
-5
-7% -$1.2K ﹤0.01% 557
2023
Q3
$15.9K Sell
74
-1
-1% -$214 ﹤0.01% 552
2023
Q2
$14.9K Buy
75
+2
+3% +$398 ﹤0.01% 580
2023
Q1
$12.5K Buy
73
+23
+46% +$3.94K ﹤0.01% 583
2022
Q4
$7.8K Buy
50
+3
+6% +$468 ﹤0.01% 654
2022
Q3
$6.21K Buy
47
+1
+2% +$132 ﹤0.01% 672
2022
Q2
$5.84K Hold
46
﹤0.01% 699
2022
Q1
$6.99K Hold
46
﹤0.01% 675
2021
Q4
$7.96K Hold
46
﹤0.01% 658
2021
Q3
$6.85K Hold
46
﹤0.01% 770
2021
Q2
$6.78K Buy
46
+1
+2% +$147 ﹤0.01% 767
2021
Q1
$6.29K Hold
45
﹤0.01% 737
2020
Q4
$5.46K Buy
45
+16
+55% +$1.94K ﹤0.01% 728
2020
Q3
$2.99K Hold
29
﹤0.01% 755
2020
Q2
$2.54K Hold
29
﹤0.01% 741
2020
Q1
$2.24K Hold
29
﹤0.01% 704
2019
Q4
$2.71K Buy
29
+1
+4% +$93 ﹤0.01% 762
2019
Q3
$2.36K Hold
28
﹤0.01% 700
2019
Q2
$2.34K Hold
28
﹤0.01% 687
2019
Q1
$2.24K Hold
28
﹤0.01% 646
2018
Q4
$1.89K Buy
28
+1
+4% +$68 ﹤0.01% 632
2018
Q3
$2.37K Hold
27
﹤0.01% 620
2018
Q2
$2.03K Hold
27
﹤0.01% 611
2018
Q1
$2.15K Hold
27
﹤0.01% 585
2017
Q4
$2.11K Buy
27
+1
+4% +$78 ﹤0.01% 566
2017
Q3
$2.03K Hold
26
﹤0.01% 579
2017
Q2
$2.04K Sell
26
-15
-37% -$1.18K ﹤0.01% 536
2017
Q1
$3.05K Hold
41
﹤0.01% 495
2016
Q4
$2.74K Buy
+41
New +$2.74K ﹤0.01% 482