Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40K Hold
342
0.01% 545
2025
Q1
$34.9K Hold
342
0.01% 542
2024
Q4
$32.7K Hold
342
0.01% 554
2024
Q3
$32.4K Hold
342
0.01% 557
2024
Q2
$31.9K Hold
342
0.01% 548
2024
Q1
$29.7K Hold
342
0.01% 535
2023
Q4
$25.4K Hold
342
0.01% 545
2023
Q3
$21.4K Hold
342
0.01% 552
2023
Q2
$21.7K Hold
342
0.01% 556
2023
Q1
$19.2K Hold
342
0.01% 550
2022
Q4
$14.5K Hold
342
0.01% 552
2022
Q3
$14K Hold
342
0.01% 556
2022
Q2
$14K Hold
342
0.01% 560
2022
Q1
$17K Hold
342
0.01% 522
2021
Q4
$22K Hold
342
0.01% 469
2021
Q3
$20K Hold
342
0.01% 465
2021
Q2
$18K Hold
342
0.01% 480
2021
Q1
$20K Hold
342
0.01% 400
2020
Q4
$16K Buy
+342
New +$16K 0.01% 397
2020
Q2
Sell
-342
Closed -$8K 108
2020
Q1
$8K Buy
+342
New +$8K 0.01% 428