Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.9K Hold
832
0.01% 507
2025
Q1
$32.2K Sell
832
-224
-21% -$8.68K 0.01% 500
2024
Q4
$35.7K Buy
1,056
+90
+9% +$3.04K 0.01% 480
2024
Q3
$39.5K Hold
966
0.01% 465
2024
Q2
$37.2K Sell
966
-272
-22% -$10.5K 0.01% 449
2024
Q1
$53.1K Buy
1,238
+211
+21% +$9.05K 0.02% 389
2023
Q4
$38.1K Hold
1,027
0.01% 434
2023
Q3
$37.2K Sell
1,027
-272
-21% -$9.86K 0.01% 417
2023
Q2
$46.3K Hold
1,299
0.02% 384
2023
Q1
$46.2K Hold
1,299
0.02% 372
2022
Q4
$46K Buy
+1,299
New +$46K 0.02% 349
2022
Q3
Sell
-1,223
Closed -$67K 750
2022
Q2
$67K Hold
1,223
0.03% 283
2022
Q1
$67K Buy
1,223
+21
+2% +$1.15K 0.02% 307
2021
Q4
$66K Sell
1,202
-54
-4% -$2.97K 0.02% 312
2021
Q3
$60K Hold
1,256
0.02% 317
2021
Q2
$63K Hold
1,256
0.03% 310
2021
Q1
$56K Buy
1,256
+487
+63% +$21.7K 0.03% 320
2020
Q4
$35K Hold
769
0.02% 380
2020
Q3
$36K Sell
769
-964
-56% -$45.1K 0.03% 349
2020
Q2
$88K Buy
1,733
+1,061
+158% +$53.9K 0.07% 217
2020
Q1
$32K Hold
672
0.03% 322
2019
Q4
$39K Hold
672
0.03% 343
2019
Q3
$36K Sell
672
-480
-42% -$25.7K 0.02% 355
2019
Q2
$58K Hold
1,152
0.03% 275
2019
Q1
$60K Buy
1,152
+80
+7% +$4.17K 0.03% 270
2018
Q4
$51K Buy
+1,072
New +$51K 0.03% 282
2017
Q1
$55K Buy
+1,036
New +$55K 0.04% 261