Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$50.2K Hold
695
﹤0.01% 644
2024
Q4
$53.2K Sell
695
-32
-4% -$2.45K ﹤0.01% 632
2024
Q3
$64.4K Buy
727
+31
+4% +$2.75K ﹤0.01% 589
2024
Q2
$59.8K Hold
696
﹤0.01% 571
2024
Q1
$66.8K Buy
696
+32
+5% +$3.07K ﹤0.01% 556
2023
Q4
$53.4K Hold
664
﹤0.01% 585
2023
Q3
$51.9K Hold
664
﹤0.01% 570
2023
Q2
$44.9K Hold
664
﹤0.01% 601
2023
Q1
$46.9K Hold
664
﹤0.01% 584
2022
Q4
$47K Hold
664
﹤0.01% 560
2022
Q3
$39K Hold
664
﹤0.01% 611
2022
Q2
$41K Hold
664
﹤0.01% 615
2022
Q1
$49K Hold
664
﹤0.01% 607
2021
Q4
$51K Hold
664
﹤0.01% 603
2021
Q3
$46K Hold
664
﹤0.01% 605
2021
Q2
$46K Hold
664
﹤0.01% 601
2021
Q1
$37K Buy
664
+25
+4% +$1.39K ﹤0.01% 663
2020
Q4
$31K Hold
639
﹤0.01% 701
2020
Q3
$23K Hold
639
﹤0.01% 711
2020
Q2
$21K Hold
639
﹤0.01% 663
2020
Q1
$17K Hold
639
﹤0.01% 676
2019
Q4
$28K Hold
639
﹤0.01% 678
2019
Q3
$31K Hold
639
﹤0.01% 664
2019
Q2
$34K Buy
+639
New +$34K ﹤0.01% 662