Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33K Hold
125
0.03% 231
2025
Q1
$34K Hold
125
0.03% 218
2024
Q4
$29K Hold
125
0.03% 235
2024
Q3
$28K Sell
125
-62
-33% -$13.9K 0.03% 239
2024
Q2
$38K Hold
187
0.04% 199
2024
Q1
$36K Hold
187
0.03% 202
2023
Q4
$29K Hold
187
0.03% 224
2023
Q3
$24K Hold
187
0.03% 230
2023
Q2
$26K Buy
187
+23
+14% +$3.2K 0.03% 221
2023
Q1
$21K Hold
164
0.03% 233
2022
Q4
$17K Hold
164
0.02% 244
2022
Q3
$13K Sell
164
-39
-19% -$3.09K 0.02% 256
2022
Q2
$18K Hold
203
0.02% 250
2022
Q1
$23K Hold
203
0.02% 244
2021
Q4
$28K Hold
203
0.03% 226
2021
Q3
$27K Hold
203
0.03% 226
2021
Q2
$29K Hold
203
0.03% 211
2021
Q1
$25K Sell
203
-46
-18% -$5.67K 0.02% 233
2020
Q4
$32K Hold
249
0.03% 222
2020
Q3
$39K Hold
249
0.04% 180
2020
Q2
$35K Hold
249
0.03% 186
2020
Q1
$28K Hold
249
0.03% 200
2019
Q4
$33K Hold
249
0.03% 212
2019
Q3
$29K Hold
249
0.02% 228
2019
Q2
$34K Buy
249
+41
+20% +$5.6K 0.03% 220
2019
Q1
$24K Sell
208
-68
-25% -$7.85K 0.02% 238
2018
Q4
$27K Buy
276
+68
+33% +$6.65K 0.02% 221
2018
Q3
$26K Hold
208
0.02% 238
2018
Q2
$24K Hold
208
0.02% 252
2018
Q1
$22K Sell
208
-36
-15% -$3.81K 0.02% 260
2017
Q4
$27K Buy
+244
New +$27K 0.02% 253