Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$17.6K Buy
72
+3
+4% +$732 ﹤0.01% 1415
2024
Q4
$16.7K Hold
69
﹤0.01% 1391
2024
Q3
$17.8K Hold
69
﹤0.01% 1364
2024
Q2
$15.2K Hold
69
﹤0.01% 1405
2024
Q1
$17.5K Hold
69
﹤0.01% 1278
2023
Q4
$16.5K Hold
69
﹤0.01% 1298
2023
Q3
$14K Sell
69
-2
-3% -$406 ﹤0.01% 1241
2023
Q2
$13.4K Hold
71
﹤0.01% 1298
2023
Q1
$12.6K Buy
71
+2
+3% +$356 ﹤0.01% 1302
2022
Q4
$11.1K Sell
69
-43
-38% -$6.93K ﹤0.01% 1385
2022
Q3
$20K Buy
112
+27
+32% +$4.82K ﹤0.01% 992
2022
Q2
$17K Buy
85
+11
+15% +$2.2K ﹤0.01% 1046
2022
Q1
$14K Hold
74
﹤0.01% 1170
2021
Q4
$18K Buy
74
+5
+7% +$1.22K ﹤0.01% 1061
2021
Q3
$16K Sell
69
-2
-3% -$464 ﹤0.01% 827
2021
Q2
$18K Sell
71
-9
-11% -$2.28K ﹤0.01% 830
2021
Q1
$24K Buy
80
+9
+13% +$2.7K 0.01% 688
2020
Q4
$19K Sell
71
-1
-1% -$268 ﹤0.01% 705
2020
Q3
$14K Buy
72
+3
+4% +$583 ﹤0.01% 741
2020
Q2
$14K Hold
69
﹤0.01% 732
2020
Q1
$14K Sell
69
-133
-66% -$27K 0.01% 669
2019
Q4
$39K Hold
202
0.01% 519
2019
Q3
$37K Hold
202
0.01% 510
2019
Q2
$32K Hold
202
0.01% 559
2019
Q1
$34K Hold
202
0.01% 527
2018
Q4
$37K Buy
+202
New +$37K 0.02% 437