Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.9K Hold
214
0.01% 266
2025
Q1
$29.3K Hold
214
0.02% 253
2024
Q4
$32.7K Sell
214
-40
-16% -$6.12K 0.02% 256
2024
Q3
$49.2K Buy
+254
New +$49.2K 0.02% 230
2024
Q1
$51.3K Hold
238
0.03% 223
2023
Q4
$61.6K Buy
238
+55
+30% +$14.2K 0.03% 217
2023
Q3
$47K Buy
183
+23
+14% +$5.91K 0.03% 221
2023
Q2
$45.6K Hold
160
0.02% 234
2023
Q1
$44.5K Hold
160
0.02% 238
2022
Q4
$44K Hold
160
0.02% 239
2022
Q3
$43K Hold
160
0.03% 241
2022
Q2
$33K Hold
160
0.02% 268
2022
Q1
$34K Buy
160
+75
+88% +$15.9K 0.02% 282
2021
Q4
$20K Buy
85
+28
+49% +$6.59K 0.01% 320
2021
Q3
$16K Hold
57
0.01% 329
2021
Q2
$20K Hold
57
0.01% 313
2021
Q1
$16K Hold
57
0.01% 336
2020
Q4
$14K Buy
57
+10
+21% +$2.46K 0.01% 322
2020
Q3
$13K Hold
47
0.01% 298
2020
Q2
$13K Hold
47
0.01% 297
2020
Q1
$15K Hold
47
0.01% 272
2019
Q4
$14K Buy
47
+10
+27% +$2.98K 0.01% 305
2019
Q3
$9K Hold
37
0.01% 334
2019
Q2
$9K Hold
37
0.01% 326
2019
Q1
$9K Hold
37
0.01% 340
2018
Q4
$11K Hold
37
0.01% 307
2018
Q3
$13K Hold
37
0.01% 310
2018
Q2
$11K Buy
37
+12
+48% +$3.57K 0.01% 315
2018
Q1
$7K Hold
25
0.01% 333
2017
Q4
$8K Hold
25
0.01% 319
2017
Q3
$8K Hold
25
0.01% 325
2017
Q2
$7K Hold
25
0.01% 325
2017
Q1
$7K Buy
+25
New +$7K 0.01% 321