Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.5K Sell
298
-37
-11% -$4.79K ﹤0.01% 326
2025
Q1
$40K Buy
335
+166
+98% +$19.8K ﹤0.01% 254
2024
Q4
$19.6K Buy
169
+3
+2% +$348 ﹤0.01% 232
2024
Q3
$22.4K Hold
166
﹤0.01% 182
2024
Q2
$22.5K Hold
166
﹤0.01% 186
2024
Q1
$21.5K Hold
166
﹤0.01% 209
2023
Q4
$19K Hold
166
﹤0.01% 231
2023
Q3
$15.1K Hold
166
﹤0.01% 273
2023
Q2
$18.7K Sell
166
-20
-11% -$2.25K ﹤0.01% 258
2023
Q1
$19.5K Buy
186
+20
+12% +$2.09K ﹤0.01% 271
2022
Q4
$18.4K Hold
166
﹤0.01% 232
2022
Q3
$15K Sell
166
-666
-80% -$60.2K ﹤0.01% 237
2022
Q2
$65K Hold
832
0.01% 184
2022
Q1
$71K Hold
832
0.01% 188
2021
Q4
$100K Hold
832
0.01% 184
2021
Q3
$103K Hold
832
0.01% 183
2021
Q2
$100K Hold
832
0.01% 173
2021
Q1
$88K Hold
832
0.01% 166
2020
Q4
$85K Hold
832
0.01% 166
2020
Q3
$70K Hold
832
0.01% 157
2020
Q2
$54K Hold
832
0.01% 167
2020
Q1
$54K Hold
832
0.01% 170
2019
Q4
$66K Hold
832
0.01% 157
2019
Q3
$66K Hold
832
0.01% 134
2019
Q2
$70K Hold
832
0.01% 155
2019
Q1
$66K Hold
832
0.01% 150
2018
Q4
$56K Hold
832
0.01% 149
2018
Q3
$66K Hold
832
0.01% 156
2018
Q2
$58K Hold
832
0.01% 162
2018
Q1
$64K Hold
832
0.01% 142
2017
Q4
$57K Buy
+832
New +$57K 0.01% 146