Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94.1K Sell
105
-20
-16% -$17.9K 0.01% 351
2025
Q1
$85K Hold
125
0.01% 357
2024
Q4
$78.8K Sell
125
-140
-53% -$88.2K 0.01% 365
2024
Q3
$205K Hold
265
0.04% 251
2024
Q2
$218K Buy
265
+35
+15% +$28.9K 0.06% 218
2024
Q1
$161K Buy
230
+100
+77% +$69.9K 0.05% 240
2023
Q4
$75.6K Hold
130
0.03% 280
2023
Q3
$59.6K Hold
130
0.03% 272
2023
Q2
$63.1K Sell
130
-40
-24% -$19.4K 0.03% 267
2023
Q1
$67.9K Hold
170
0.03% 244
2022
Q4
$64K Hold
170
0.03% 241
2022
Q3
$51K Hold
170
0.03% 239
2022
Q2
$54K Hold
170
0.02% 243
2022
Q1
$62K Hold
170
0.02% 245
2021
Q4
$73K Hold
170
0.03% 213
2021
Q3
$57K Sell
170
-25
-13% -$8.38K 0.02% 234
2021
Q2
$63K Hold
195
0.03% 220
2021
Q1
$64K Hold
195
0.03% 215
2020
Q4
$50K Hold
195
0.03% 225
2020
Q3
$38K Hold
195
0.02% 233
2020
Q2
$38K Hold
195
0.02% 213
2020
Q1
$28K Hold
195
0.02% 221
2019
Q4
$35K Hold
195
0.02% 237
2019
Q3
$31K Buy
+195
New +$31K 0.02% 240