Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$75.4K Hold
285
﹤0.01% 571
2024
Q4
$72.3K Sell
285
-1
-0.3% -$254 ﹤0.01% 582
2024
Q3
$90.6K Buy
286
+7
+3% +$2.22K ﹤0.01% 535
2024
Q2
$104K Buy
279
+2
+0.7% +$747 ﹤0.01% 499
2024
Q1
$96K Hold
277
﹤0.01% 509
2023
Q4
$127K Hold
277
﹤0.01% 458
2023
Q3
$135K Hold
277
﹤0.01% 439
2023
Q2
$124K Sell
277
-4
-1% -$1.79K ﹤0.01% 445
2023
Q1
$136K Sell
281
-3
-1% -$1.46K ﹤0.01% 422
2022
Q4
$145K Buy
284
+5
+2% +$2.56K ﹤0.01% 413
2022
Q3
$135K Hold
279
﹤0.01% 428
2022
Q2
$131K Hold
279
﹤0.01% 436
2022
Q1
$121K Buy
279
+2
+0.7% +$867 ﹤0.01% 464
2021
Q4
$128K Sell
277
-17
-6% -$7.86K ﹤0.01% 459
2021
Q3
$114K Sell
294
-58
-16% -$22.5K ﹤0.01% 462
2021
Q2
$156K Buy
352
+10
+3% +$4.43K ﹤0.01% 425
2021
Q1
$143K Sell
342
-52
-13% -$21.7K ﹤0.01% 437
2020
Q4
$162K Sell
394
-22
-5% -$9.05K ﹤0.01% 413
2020
Q3
$172K Sell
416
-13
-3% -$5.38K 0.01% 382
2020
Q2
$166K Hold
429
0.01% 366
2020
Q1
$135K Sell
429
-66
-13% -$20.8K 0.01% 378
2019
Q4
$181K Hold
495
0.01% 404
2019
Q3
$127K Hold
495
﹤0.01% 454
2019
Q2
$131K Buy
+495
New +$131K ﹤0.01% 462