Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.5K Hold
5,025
0.01% 361
2025
Q1
$50.4K Buy
5,025
+86
+2% +$863 0.01% 364
2024
Q4
$48.9K Sell
4,939
-1,090
-18% -$10.8K 0.01% 358
2024
Q3
$63.7K Sell
6,029
-9,152
-60% -$96.6K 0.01% 304
2024
Q2
$190K Buy
15,181
+378
+3% +$4.74K 0.03% 175
2024
Q1
$197K Sell
14,803
-382
-3% -$5.07K 0.03% 149
2023
Q4
$185K Hold
15,185
0.03% 147
2023
Q3
$189K Hold
15,185
0.04% 134
2023
Q2
$230K Sell
15,185
-1,074
-7% -$16.2K 0.04% 125
2023
Q1
$205K Buy
16,259
+500
+3% +$6.3K 0.04% 129
2022
Q4
$183K Hold
15,759
0.04% 126
2022
Q3
$177K Sell
15,759
-2,477
-14% -$27.8K 0.05% 116
2022
Q2
$203K Buy
18,236
+3,467
+23% +$38.6K 0.05% 128
2022
Q1
$250K Hold
14,769
0.06% 128
2021
Q4
$307K Sell
14,769
-997
-6% -$20.7K 0.07% 101
2021
Q3
$223K Hold
15,766
0.06% 118
2021
Q2
$234K Hold
15,766
0.06% 120
2021
Q1
$193K Buy
15,766
+1,390
+10% +$17K 0.06% 115
2020
Q4
$126K Sell
14,376
-400
-3% -$3.51K 0.04% 148
2020
Q3
$98K Sell
14,776
-70
-0.5% -$464 0.04% 150
2020
Q2
$90K Hold
14,846
0.04% 157
2020
Q1
$72K Buy
14,846
+3,230
+28% +$15.7K 0.04% 164
2019
Q4
$108K Sell
11,616
-538
-4% -$5K 0.05% 83
2019
Q3
$111K Sell
12,154
-195
-2% -$1.78K 0.06% 75
2019
Q2
$126K Hold
12,349
0.07% 70
2019
Q1
$108K Hold
12,349
0.07% 69
2018
Q4
$94K Buy
+12,349
New +$94K 0.07% 60