Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.7K Hold
117
0.01% 608
2025
Q1
$31K Hold
117
0.01% 568
2024
Q4
$29.7K Buy
117
+7
+6% +$1.78K 0.01% 572
2024
Q3
$34.8K Buy
110
+3
+3% +$949 0.01% 542
2024
Q2
$39.9K Sell
107
-15
-12% -$5.59K 0.01% 495
2024
Q1
$42.1K Buy
122
+1
+0.8% +$345 0.01% 464
2023
Q4
$55.6K Hold
121
0.02% 408
2023
Q3
$59K Hold
121
0.02% 376
2023
Q2
$54.2K Buy
121
+15
+14% +$6.72K 0.02% 394
2023
Q1
$51.5K Buy
106
+60
+130% +$29.2K 0.02% 387
2022
Q4
$22.3K Hold
46
0.01% 478
2022
Q3
$22K Hold
46
0.01% 483
2022
Q2
$22K Hold
46
0.01% 488
2022
Q1
$20K Hold
46
0.01% 502
2021
Q4
$21K Hold
46
0.01% 482
2021
Q3
$18K Hold
46
0.01% 483
2021
Q2
$20K Hold
46
0.01% 469
2021
Q1
$19K Hold
46
0.01% 407
2020
Q4
$19K Buy
+46
New +$19K 0.01% 380
2020
Q2
Sell
-46
Closed -$14K 326
2020
Q1
$14K Buy
+46
New +$14K 0.01% 368