Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.9K Sell
272
-1,290
-83% -$222K 0.01% 327
2025
Q1
$345K Buy
1,562
+1,290
+474% +$285K 0.04% 96
2024
Q4
$55.9K Hold
272
0.01% 281
2024
Q3
$48.9K Hold
272
0.01% 314
2024
Q2
$40.5K Hold
272
0.01% 312
2024
Q1
$43.5K Hold
272
0.01% 295
2023
Q4
$36.1K Hold
272
0.01% 315
2023
Q3
$30.7K Hold
272
0.01% 340
2023
Q2
$34.3K Sell
272
-147
-35% -$18.5K 0.01% 324
2023
Q1
$47.4K Buy
419
+34
+9% +$3.84K 0.01% 264
2022
Q4
$38.9K Hold
385
0.01% 292
2022
Q3
$36K Buy
385
+33
+9% +$3.09K 0.01% 302
2022
Q2
$31K Hold
352
0.01% 312
2022
Q1
$36K Hold
352
0.01% 292
2021
Q4
$37K Sell
352
-53
-13% -$5.57K 0.01% 291
2021
Q3
$44K Hold
405
0.01% 250
2021
Q2
$43K Hold
405
0.01% 250
2021
Q1
$48K Hold
405
0.02% 201
2020
Q4
$46K Buy
405
+205
+103% +$23.3K 0.02% 181
2020
Q3
$21K Hold
200
0.01% 251
2020
Q2
$20K Hold
200
0.01% 240
2020
Q1
$19K Hold
200
0.01% 195
2019
Q4
$23K Hold
200
0.01% 214
2019
Q3
$21K Hold
200
0.01% 201
2019
Q2
$18K Hold
200
0.01% 207
2019
Q1
$18K Hold
200
0.01% 207
2018
Q4
$15K Hold
200
0.01% 225
2018
Q3
$16K Hold
200
0.01% 238
2018
Q2
$15K Hold
200
0.01% 239
2018
Q1
$14K Hold
200
0.01% 220
2017
Q4
$13K Buy
+200
New +$13K 0.01% 242