Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$50.5K Hold
685
﹤0.01% 640
2024
Q4
$55.9K Buy
685
+4
+0.6% +$326 ﹤0.01% 626
2024
Q3
$47.5K Hold
681
﹤0.01% 638
2024
Q2
$40.3K Buy
681
+7
+1% +$414 ﹤0.01% 634
2024
Q1
$44.1K Hold
674
﹤0.01% 617
2023
Q4
$48.5K Buy
674
+2
+0.3% +$144 ﹤0.01% 606
2023
Q3
$47K Hold
672
﹤0.01% 587
2023
Q2
$45.6K Buy
672
+2
+0.3% +$136 ﹤0.01% 593
2023
Q1
$49.5K Hold
670
﹤0.01% 568
2022
Q4
$45.4K Sell
670
-15
-2% -$1.02K ﹤0.01% 568
2022
Q3
$50K Sell
685
-51
-7% -$3.72K ﹤0.01% 576
2022
Q2
$79K Buy
736
+1
+0.1% +$107 ﹤0.01% 510
2022
Q1
$86K Sell
735
-69
-9% -$8.07K ﹤0.01% 521
2021
Q4
$148K Buy
804
+69
+9% +$12.7K ﹤0.01% 438
2021
Q3
$192K Sell
735
-70
-9% -$18.3K ﹤0.01% 392
2021
Q2
$312K Sell
805
-411
-34% -$159K 0.01% 332
2021
Q1
$391K Buy
1,216
+70
+6% +$22.5K 0.01% 294
2020
Q4
$387K Sell
1,146
-219
-16% -$74K 0.01% 295
2020
Q3
$642K Buy
1,365
+465
+52% +$219K 0.02% 230
2020
Q2
$228K Buy
900
+240
+36% +$60.8K 0.01% 323
2020
Q1
$96K Buy
660
+50
+8% +$7.27K ﹤0.01% 409
2019
Q4
$42K Buy
610
+10
+2% +$689 ﹤0.01% 616
2019
Q3
$46K Hold
600
﹤0.01% 608
2019
Q2
$53K Buy
+600
New +$53K ﹤0.01% 590