Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.3K Sell
328
-143
-30% -$10.2K ﹤0.01% 530
2025
Q1
$29.9K Buy
471
+1
+0.2% +$63 ﹤0.01% 495
2024
Q4
$35.6K Hold
470
0.01% 476
2024
Q3
$41.5K Hold
470
0.01% 452
2024
Q2
$35.4K Buy
470
+151
+47% +$11.4K 0.01% 466
2024
Q1
$30K Hold
319
0.01% 489
2023
Q4
$34.6K Sell
319
-53
-14% -$5.75K 0.01% 446
2023
Q3
$35.6K Sell
372
-409
-52% -$39.1K 0.01% 421
2023
Q2
$86.2K Sell
781
-59
-7% -$6.51K 0.02% 310
2023
Q1
$103K Sell
840
-117
-12% -$14.4K 0.03% 280
2022
Q4
$112K Sell
957
-65
-6% -$7.61K 0.03% 265
2022
Q3
$84.9K Hold
1,022
0.02% 281
2022
Q2
$104K Hold
1,022
0.03% 275
2022
Q1
$138K Sell
1,022
-30
-3% -$4.04K 0.04% 248
2021
Q4
$175K Sell
1,052
-6
-0.6% -$1K 0.05% 224
2021
Q3
$154K Buy
1,058
+33
+3% +$4.79K 0.04% 230
2021
Q2
$158K Sell
1,025
-300
-23% -$46.3K 0.05% 225
2021
Q1
$176K Hold
1,325
0.06% 205
2020
Q4
$187K Buy
1,325
+282
+27% +$39.9K 0.07% 179
2020
Q3
$131K Hold
1,043
0.06% 196
2020
Q2
$102K Sell
1,043
-283
-21% -$27.7K 0.05% 207
2020
Q1
$110K Sell
1,326
-507
-28% -$41.9K 0.08% 183
2019
Q4
$186K Buy
1,833
+991
+118% +$100K 0.1% 171
2019
Q3
$79.1K Hold
842
0.05% 225
2019
Q2
$70.7K Sell
842
-200
-19% -$16.8K 0.05% 236
2019
Q1
$87.7K Hold
1,042
0.06% 208
2018
Q4
$77.3K Sell
1,042
-500
-32% -$37.1K 0.07% 209
2018
Q3
$131K Hold
1,542
0.09% 179
2018
Q2
$123K Hold
1,542
0.1% 178
2018
Q1
$102K Hold
1,542
0.08% 187
2017
Q4
$96.5K Sell
1,542
-733
-32% -$45.8K 0.08% 198
2017
Q3
$118K Sell
2,275
-560
-20% -$29K 0.11% 177
2017
Q2
$167K Sell
2,835
-757
-21% -$44.7K 0.13% 139
2017
Q1
$201K Sell
3,592
-8,480
-70% -$474K 0.17% 124
2016
Q4
$614K Buy
+12,072
New +$614K 0.55% 44