Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59K Hold
2,434
0.01% 185
2025
Q1
$67K Hold
2,434
0.01% 176
2024
Q4
$79K Hold
2,434
0.01% 168
2024
Q3
$87K Hold
2,434
0.01% 159
2024
Q2
$85K Hold
2,434
0.01% 165
2024
Q1
$74K Hold
2,434
0.01% 159
2023
Q4
$73K Hold
2,434
0.01% 153
2023
Q3
$62K Sell
2,434
-554
-19% -$14.1K 0.01% 160
2023
Q2
$91K Hold
2,988
0.01% 158
2023
Q1
$87K Buy
2,988
+1
+0% +$29 0.01% 147
2022
Q4
$80K Sell
2,987
-19
-0.6% -$509 0.01% 153
2022
Q3
$75K Hold
3,006
0.01% 151
2022
Q2
$99K Hold
3,006
0.02% 142
2022
Q1
$109K Sell
3,006
-2
-0.1% -$73 0.02% 147
2021
Q4
$113K Buy
3,008
+4
+0.1% +$150 0.02% 141
2021
Q3
$82K Buy
3,004
+3
+0.1% +$82 0.01% 142
2021
Q2
$91K Buy
3,001
+4
+0.1% +$121 0.01% 133
2021
Q1
$95K Buy
2,997
+3
+0.1% +$95 0.02% 129
2020
Q4
$74K Buy
2,994
+5
+0.2% +$124 0.01% 132
2020
Q3
$57K Sell
2,989
-816
-21% -$15.6K 0.01% 134
2020
Q2
$66K Buy
3,805
+16
+0.4% +$278 0.01% 128
2020
Q1
$66K Buy
+3,789
New +$66K 0.02% 120