Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51K Hold
740
0.02% 427
2025
Q1
$51K Hold
740
0.02% 418
2024
Q4
$45.5K Hold
740
0.01% 447
2024
Q3
$45.9K Hold
740
0.01% 443
2024
Q2
$39.2K Hold
740
0.01% 441
2024
Q1
$39.5K Buy
740
+27
+4% +$1.44K 0.01% 445
2023
Q4
$37.2K Hold
713
0.01% 437
2023
Q3
$36.1K Sell
713
-653
-48% -$33.1K 0.01% 423
2023
Q2
$79.8K Hold
1,366
0.03% 286
2023
Q1
$83.5K Hold
1,366
0.03% 279
2022
Q4
$86K Hold
1,366
0.03% 265
2022
Q3
$81K Buy
1,366
+680
+99% +$40.3K 0.04% 258
2022
Q2
$45K Sell
686
-13
-2% -$853 0.02% 340
2022
Q1
$48K Sell
699
-182
-21% -$12.5K 0.02% 356
2021
Q4
$60K Hold
881
0.02% 324
2021
Q3
$55K Sell
881
-28
-3% -$1.75K 0.02% 330
2021
Q2
$55K Hold
909
0.03% 336
2021
Q1
$54K Sell
909
-439
-33% -$26.1K 0.03% 328
2020
Q4
$75K Hold
1,348
0.05% 271
2020
Q3
$69K Hold
1,348
0.05% 262
2020
Q2
$80K Hold
1,348
0.06% 229
2020
Q1
$74K Hold
1,348
0.06% 214
2019
Q4
$88K Sell
1,348
-24
-2% -$1.57K 0.06% 228
2019
Q3
$91K Sell
1,372
-418
-23% -$27.7K 0.05% 217
2019
Q2
$108K Hold
1,790
0.06% 195
2019
Q1
$104K Sell
1,790
-1,196
-40% -$69.5K 0.06% 198
2018
Q4
$170K Buy
+2,986
New +$170K 0.1% 143