Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75K Sell
512
-986
-66% -$144K 0.06% 163
2025
Q1
$219K Buy
1,498
+1,300
+657% +$190K 0.17% 92
2024
Q4
$27K Hold
198
0.02% 240
2024
Q3
$27K Hold
198
0.02% 241
2024
Q2
$20K Sell
198
-39
-16% -$3.94K 0.02% 263
2024
Q1
$21K Hold
237
0.02% 259
2023
Q4
$22K Hold
237
0.02% 253
2023
Q3
$19K Hold
237
0.02% 259
2023
Q2
$20K Hold
237
0.02% 249
2023
Q1
$21K Hold
237
0.03% 231
2022
Q4
$24K Buy
237
+44
+23% +$4.46K 0.03% 211
2022
Q3
$18K Hold
193
0.02% 226
2022
Q2
$21K Hold
193
0.03% 232
2022
Q1
$24K Hold
193
0.03% 236
2021
Q4
$29K Hold
193
0.03% 222
2021
Q3
$28K Hold
193
0.03% 223
2021
Q2
$32K Hold
193
0.03% 198
2021
Q1
$31K Hold
193
0.03% 205
2020
Q4
$28K Hold
193
0.02% 230
2020
Q3
$26K Hold
193
0.03% 212
2020
Q2
$25K Hold
193
0.02% 210
2020
Q1
$22K Hold
193
0.02% 217
2019
Q4
$28K Hold
193
0.02% 226
2019
Q3
$26K Sell
193
-14
-7% -$1.89K 0.02% 234
2019
Q2
$30K Buy
207
+14
+7% +$2.03K 0.02% 236
2019
Q1
$33K Hold
193
0.03% 207
2018
Q4
$31K Hold
193
0.03% 210
2018
Q3
$34K Sell
193
-9
-4% -$1.59K 0.03% 219
2018
Q2
$33K Buy
202
+9
+5% +$1.47K 0.02% 222
2018
Q1
$35K Hold
193
0.03% 218
2017
Q4
$38K Buy
+193
New +$38K 0.03% 217