Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.3K Buy
349
+30
+9% +$6.81K 0.01% 350
2025
Q1
$77.7K Hold
319
0.01% 346
2024
Q4
$89.7K Hold
319
0.01% 323
2024
Q3
$87.2K Hold
319
0.01% 331
2024
Q2
$95.6K Sell
319
-52
-14% -$15.6K 0.02% 309
2024
Q1
$107K Buy
371
+1
+0.3% +$289 0.02% 301
2023
Q4
$93.7K Hold
370
0.02% 303
2023
Q3
$98.1K Sell
370
-31
-8% -$8.22K 0.02% 289
2023
Q2
$99.2K Buy
401
+31
+8% +$7.67K 0.02% 286
2023
Q1
$84.6K Sell
370
-79
-18% -$18.1K 0.02% 306
2022
Q4
$77.7K Hold
449
0.02% 307
2022
Q3
$66.6K Sell
449
-30
-6% -$4.45K 0.02% 317
2022
Q2
$109K Buy
479
+30
+7% +$6.8K 0.03% 271
2022
Q1
$104K Hold
449
0.03% 275
2021
Q4
$116K Buy
449
+2
+0.4% +$517 0.03% 263
2021
Q3
$98K Buy
447
+51
+13% +$11.2K 0.03% 279
2021
Q2
$118K Buy
396
+1
+0.3% +$298 0.04% 250
2021
Q1
$112K Hold
395
0.04% 243
2020
Q4
$103K Buy
395
+1
+0.3% +$260 0.04% 232
2020
Q3
$99K Buy
394
+2
+0.5% +$503 0.04% 222
2020
Q2
$55K Buy
392
+1
+0.3% +$140 0.03% 273
2020
Q1
$47.4K Sell
391
-98
-20% -$11.9K 0.03% 266
2019
Q4
$74K Buy
489
+101
+26% +$15.3K 0.04% 263
2019
Q3
$56.5K Buy
388
+308
+385% +$44.8K 0.04% 272
2019
Q2
$13.1K Hold
80
0.01% 458
2019
Q1
$14.5K Buy
+80
New +$14.5K 0.01% 427
2018
Q4
Hold
0
730