Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41.2K Hold
598
0.01% 537
2025
Q1
$41.2K Hold
598
0.01% 509
2024
Q4
$36.8K Hold
598
0.01% 531
2024
Q3
$37.1K Hold
598
0.01% 532
2024
Q2
$31.7K Hold
598
0.01% 552
2024
Q1
$31.9K Hold
598
0.01% 517
2023
Q4
$31.2K Hold
598
0.01% 503
2023
Q3
$30.3K Hold
598
0.01% 485
2023
Q2
$34.9K Hold
598
0.01% 467
2023
Q1
$36.6K Hold
598
0.01% 443
2022
Q4
$35.5K Hold
598
0.02% 412
2022
Q3
$36K Hold
598
0.02% 415
2022
Q2
$40K Hold
598
0.02% 398
2022
Q1
$41K Hold
598
0.02% 387
2021
Q4
$41K Hold
598
0.02% 370
2021
Q3
$37K Hold
598
0.02% 381
2021
Q2
$39K Hold
598
0.02% 383
2021
Q1
$36K Hold
598
0.02% 324
2020
Q4
$33K Buy
+598
New +$33K 0.02% 306
2020
Q2
Sell
-598
Closed -$35K 259
2020
Q1
$35K Buy
+598
New +$35K 0.04% 257