Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.8K Hold
166
﹤0.01% 588
2025
Q1
$16.1K Buy
166
+18
+12% +$1.75K ﹤0.01% 581
2024
Q4
$15.4K Hold
148
﹤0.01% 597
2024
Q3
$14.6K Sell
148
-518
-78% -$51.2K ﹤0.01% 599
2024
Q2
$68.5K Buy
666
+68
+11% +$7K 0.01% 342
2024
Q1
$74K Sell
598
-1,048
-64% -$130K 0.01% 330
2023
Q4
$161K Sell
1,646
-446
-21% -$43.5K 0.01% 246
2023
Q3
$178K Buy
2,092
+3
+0.1% +$255 0.02% 226
2023
Q2
$175K Buy
2,089
+4
+0.2% +$335 0.02% 230
2023
Q1
$153K Buy
2,085
+52
+3% +$3.81K 0.01% 238
2022
Q4
$134K Buy
2,033
+5
+0.2% +$330 0.01% 245
2022
Q3
$113K Buy
2,028
+4
+0.2% +$223 0.01% 250
2022
Q2
$111K Buy
2,024
+855
+73% +$46.9K 0.01% 239
2022
Q1
$69K Buy
+1,169
New +$69K 0.01% 294
2021
Q4
Sell
-1,160
Closed -$61K 491
2021
Q3
$61K Buy
1,160
+15
+1% +$789 0.01% 283
2021
Q2
$68K Buy
1,145
+5
+0.4% +$297 0.01% 262
2021
Q1
$71K Buy
1,140
+3
+0.3% +$187 0.01% 243
2020
Q4
$65K Sell
1,137
-506
-31% -$28.9K 0.01% 223
2020
Q3
$93K Buy
1,643
+5
+0.3% +$283 0.01% 193
2020
Q2
$82K Buy
1,638
+514
+46% +$25.7K 0.01% 193
2020
Q1
$46K Buy
+1,124
New +$46K 0.01% 242