Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.2K Sell
433
-3
-0.7% -$265 ﹤0.01% 377
2025
Q1
$41.4K Hold
436
﹤0.01% 377
2024
Q4
$37K Hold
436
﹤0.01% 392
2024
Q3
$43.6K Sell
436
-53
-11% -$5.3K ﹤0.01% 364
2024
Q2
$43.6K Hold
489
﹤0.01% 356
2024
Q1
$40.7K Hold
489
﹤0.01% 338
2023
Q4
$38.2K Sell
489
-49
-9% -$3.83K ﹤0.01% 352
2023
Q3
$41.5K Sell
538
-148
-22% -$11.4K ﹤0.01% 319
2023
Q2
$56.3K Buy
686
+148
+28% +$12.2K ﹤0.01% 292
2023
Q1
$38K Hold
538
﹤0.01% 327
2022
Q4
$36.9K Buy
538
+49
+10% +$3.36K ﹤0.01% 316
2022
Q3
$28K Hold
489
﹤0.01% 355
2022
Q2
$34K Sell
489
-196
-29% -$13.6K ﹤0.01% 340
2022
Q1
$54K Hold
685
﹤0.01% 295
2021
Q4
$60K Hold
685
0.01% 313
2021
Q3
$55K Hold
685
0.01% 304
2021
Q2
$48K Hold
685
﹤0.01% 317
2021
Q1
$48K Sell
685
-4
-0.6% -$280 0.01% 309
2020
Q4
$45K Sell
689
-158
-19% -$10.3K 0.01% 292
2020
Q3
$48K Hold
847
0.01% 276
2020
Q2
$49K Sell
847
-120
-12% -$6.94K 0.01% 275
2020
Q1
$49K Hold
967
0.01% 249
2019
Q4
$55K Sell
967
-99
-9% -$5.63K 0.01% 280
2019
Q3
$62K Buy
+1,066
New +$62K 0.01% 272