Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.9K Sell
7,028
-643
-8% -$1.55K 0.01% 630
2025
Q1
$17.9K Sell
7,671
-5,169
-40% -$12K 0.01% 602
2024
Q4
$23.8K Hold
12,840
0.01% 565
2024
Q3
$31.3K Hold
12,840
0.01% 498
2024
Q2
$26.3K Buy
12,840
+1,013
+9% +$2.08K 0.01% 506
2024
Q1
$29.3K Buy
11,827
+954
+9% +$2.37K 0.01% 488
2023
Q4
$30.4K Hold
10,873
0.01% 465
2023
Q3
$28.1K Hold
10,873
0.01% 463
2023
Q2
$34.6K Hold
10,873
0.01% 430
2023
Q1
$30.7K Buy
10,873
+838
+8% +$2.36K 0.01% 437
2022
Q4
$27K Sell
10,035
-680
-6% -$1.83K 0.01% 429
2022
Q3
$30K Sell
10,715
-395
-4% -$1.11K 0.01% 395
2022
Q2
$28K Hold
11,110
0.01% 406
2022
Q1
$36K Hold
11,110
0.01% 389
2021
Q4
$31K Buy
11,110
+1,259
+13% +$3.51K 0.01% 411
2021
Q3
$27K Hold
9,851
0.01% 421
2021
Q2
$34K Sell
9,851
-964
-9% -$3.33K 0.02% 407
2021
Q1
$30K Buy
10,815
+4,507
+71% +$12.5K 0.01% 414
2020
Q4
$19K Hold
6,308
0.01% 465
2020
Q3
$14K Buy
6,308
+1,069
+20% +$2.37K 0.01% 479
2020
Q2
$14K Hold
5,239
0.01% 464
2020
Q1
$12K Hold
5,239
0.01% 462
2019
Q4
$24K Sell
5,239
-821
-14% -$3.76K 0.02% 406
2019
Q3
$28K Buy
6,060
+821
+16% +$3.79K 0.02% 389
2019
Q2
$24K Buy
5,239
+1,963
+60% +$8.99K 0.01% 415
2019
Q1
$14K Hold
3,276
0.01% 484
2018
Q4
$13K Buy
+3,276
New +$13K 0.01% 489
2017
Q1
$27K Buy
+4,618
New +$27K 0.02% 372