Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.4K Hold
356
0.01% 587
2025
Q1
$33.5K Sell
356
-104
-23% -$9.78K 0.01% 549
2024
Q4
$39K Hold
460
0.01% 521
2024
Q3
$46K Hold
460
0.01% 492
2024
Q2
$41.1K Hold
460
0.01% 492
2024
Q1
$38.2K Sell
460
-200
-30% -$16.6K 0.01% 482
2023
Q4
$51.5K Hold
660
0.01% 422
2023
Q3
$51.2K Hold
660
0.02% 407
2023
Q2
$54.7K Hold
660
0.02% 392
2023
Q1
$46.8K Buy
660
+200
+43% +$14.2K 0.02% 404
2022
Q4
$27.2K Hold
460
0.01% 448
2022
Q3
$27K Hold
460
0.01% 451
2022
Q2
$32K Hold
460
0.02% 430
2022
Q1
$37K Buy
460
+200
+77% +$16.1K 0.02% 398
2021
Q4
$23K Buy
260
+14
+6% +$1.24K 0.01% 463
2021
Q3
$20K Hold
246
0.01% 466
2021
Q2
$18K Hold
246
0.01% 481
2021
Q1
$17K Hold
246
0.01% 422
2020
Q4
$16K Buy
+246
New +$16K 0.01% 398
2020
Q2
Sell
-224
Closed -$11K 115
2020
Q1
$11K Buy
+224
New +$11K 0.01% 388