Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78K Hold
1,046
0.04% 169
2025
Q1
$65.8K Sell
1,046
-184
-15% -$11.6K 0.04% 173
2024
Q4
$70.1K Hold
1,230
0.04% 177
2024
Q3
$72.3K Hold
1,230
0.04% 176
2024
Q2
$66.3K Sell
1,230
-3
-0.2% -$162 0.04% 169
2024
Q1
$71.1K Hold
1,233
0.04% 180
2023
Q4
$59.1K Hold
1,233
0.04% 182
2023
Q3
$63.1K Hold
1,233
0.05% 185
2023
Q2
$70.7K Hold
1,233
0.05% 182
2023
Q1
$74.4K Buy
1,233
+800
+185% +$48.2K 0.05% 181
2022
Q4
$25.5K Buy
433
+184
+74% +$10.8K 0.02% 220
2022
Q3
$14K Hold
249
0.01% 227
2022
Q2
$13K Hold
249
0.01% 238
2022
Q1
$14K Hold
249
0.01% 252
2021
Q4
$12K Hold
249
0.01% 265
2021
Q3
$10K Hold
249
0.01% 259
2021
Q2
$11K Sell
249
-83
-25% -$3.67K 0.01% 257
2021
Q1
$15K Sell
332
-31
-9% -$1.4K 0.01% 244
2020
Q4
$14K Hold
363
0.01% 241
2020
Q3
$10K Hold
363
0.01% 244
2020
Q2
$10K Buy
363
+31
+9% +$854 0.01% 247
2020
Q1
$8K Sell
332
-170
-34% -$4.1K 0.01% 245
2019
Q4
$15K Sell
502
-1,282
-72% -$38.3K 0.01% 236
2019
Q3
$50K Hold
1,784
0.05% 178
2019
Q2
$53K Buy
+1,784
New +$53K 0.05% 175