Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.5K Hold
178
0.01% 461
2025
Q1
$43.4K Hold
178
0.01% 448
2024
Q4
$50.1K Hold
178
0.02% 422
2024
Q3
$48.7K Sell
178
-10
-5% -$2.74K 0.01% 429
2024
Q2
$56.4K Hold
188
0.02% 378
2024
Q1
$54.5K Sell
188
-36
-16% -$10.4K 0.02% 386
2023
Q4
$56.7K Sell
224
-3
-1% -$759 0.02% 366
2023
Q3
$60.1K Hold
227
0.02% 334
2023
Q2
$56.3K Hold
227
0.02% 353
2023
Q1
$51.9K Buy
227
+75
+49% +$17.1K 0.02% 350
2022
Q4
$26K Sell
152
-245
-62% -$41.9K 0.01% 435
2022
Q3
$59K Buy
397
+9
+2% +$1.34K 0.03% 301
2022
Q2
$88K Hold
388
0.04% 251
2022
Q1
$90K Hold
388
0.03% 256
2021
Q4
$100K Sell
388
-2
-0.5% -$515 0.04% 251
2021
Q3
$86K Hold
390
0.03% 259
2021
Q2
$116K Sell
390
-36
-8% -$10.7K 0.05% 221
2021
Q1
$121K Hold
426
0.06% 209
2020
Q4
$111K Sell
426
-1
-0.2% -$261 0.07% 214
2020
Q3
$107K Hold
427
0.08% 200
2020
Q2
$60K Hold
427
0.04% 266
2020
Q1
$52K Sell
427
-180
-30% -$21.9K 0.04% 253
2019
Q4
$92K Sell
607
-40
-6% -$6.06K 0.06% 223
2019
Q3
$94K Hold
647
0.05% 211
2019
Q2
$106K Hold
647
0.06% 196
2019
Q1
$117K Buy
647
+35
+6% +$6.33K 0.07% 185
2018
Q4
$99K Buy
+612
New +$99K 0.06% 196
2017
Q1
$122K Buy
+627
New +$122K 0.09% 164