Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.2K Hold
195
﹤0.01% 706
2025
Q1
$20.4K Hold
195
﹤0.01% 663
2024
Q4
$26.4K Buy
195
+4
+2% +$541 0.01% 593
2024
Q3
$29.8K Buy
191
+5
+3% +$779 0.01% 567
2024
Q2
$27.5K Hold
186
0.01% 581
2024
Q1
$33K Hold
186
0.01% 507
2023
Q4
$26.5K Hold
186
0.01% 530
2023
Q3
$20.6K Hold
186
0.01% 561
2023
Q2
$24.5K Hold
186
0.01% 536
2023
Q1
$30.8K Hold
186
0.01% 460
2022
Q4
$27.6K Hold
186
0.01% 444
2022
Q3
$28K Hold
186
0.01% 448
2022
Q2
$26K Hold
186
0.01% 459
2022
Q1
$39K Hold
186
0.02% 392
2021
Q4
$43K Sell
186
-11
-6% -$2.54K 0.02% 366
2021
Q3
$45K Sell
197
-84
-30% -$19.2K 0.03% 353
2021
Q2
$73K Buy
281
+48
+21% +$12.5K 0.04% 286
2021
Q1
$46K Buy
233
+13
+6% +$2.57K 0.03% 290
2020
Q4
$39K Buy
+220
New +$39K 0.03% 286
2020
Q2
Sell
-134
Closed -$13K 570
2020
Q1
$13K Buy
+134
New +$13K 0.01% 378