Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.3K Hold
269
0.01% 278
2025
Q1
$30.1K Sell
269
-2
-0.7% -$224 0.01% 251
2024
Q4
$28.6K Buy
271
+52
+24% +$5.5K 0.01% 257
2024
Q3
$27.7K Sell
219
-58
-21% -$7.32K 0.01% 259
2024
Q2
$31.1K Buy
277
+91
+49% +$10.2K 0.01% 247
2024
Q1
$24.4K Buy
186
+5
+3% +$656 0.01% 259
2023
Q4
$24.1K Sell
181
-267
-60% -$35.6K 0.01% 263
2023
Q3
$50.3K Sell
448
-2
-0.4% -$224 0.02% 233
2023
Q2
$55.2K Sell
450
-44
-9% -$5.4K 0.02% 241
2023
Q1
$61.6K Buy
494
+16
+3% +$2K 0.02% 238
2022
Q4
$54.4K Hold
478
0.02% 234
2022
Q3
$48K Buy
478
+6
+1% +$603 0.02% 236
2022
Q2
$56K Buy
472
+134
+40% +$15.9K 0.02% 231
2022
Q1
$55K Buy
338
+22
+7% +$3.58K 0.02% 262
2021
Q4
$50K Buy
316
+21
+7% +$3.32K 0.02% 270
2021
Q3
$37K Buy
295
+23
+8% +$2.89K 0.01% 275
2021
Q2
$32K Hold
272
0.01% 279
2021
Q1
$29K Hold
272
0.01% 269
2020
Q4
$27K Hold
272
0.01% 245
2020
Q3
$27K Buy
272
+100
+58% +$9.93K 0.01% 225
2020
Q2
$16K Buy
172
+108
+169% +$10K 0.01% 227
2020
Q1
$5K Sell
64
-22
-26% -$1.72K ﹤0.01% 262
2019
Q4
$8K Buy
+86
New +$8K ﹤0.01% 249
2019
Q3
Sell
-86
Closed -$7K 378
2019
Q2
$7K Sell
86
-10
-10% -$814 ﹤0.01% 299
2019
Q1
$7K Hold
96
﹤0.01% 264
2018
Q4
$6K Hold
96
﹤0.01% 274
2018
Q3
$7K Hold
96
﹤0.01% 271
2018
Q2
$6K Buy
+96
New +$6K ﹤0.01% 282