Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-455
Closed -$54.8K 482
2025
Q1
$54.8K Hold
455
0.02% 232
2024
Q4
$53.1K Hold
455
0.02% 262
2024
Q3
$68.4K Hold
455
0.02% 231
2024
Q2
$71.9K Hold
455
0.02% 212
2024
Q1
$90K Hold
455
0.03% 191
2023
Q4
$79.2K Hold
455
0.03% 211
2023
Q3
$71.1K Hold
455
0.03% 216
2023
Q2
$74.6K Hold
455
0.03% 201
2023
Q1
$70.3K Sell
455
-187
-29% -$28.9K 0.03% 188
2022
Q4
$84.6K Buy
642
+1
+0.2% +$132 0.05% 164
2022
Q3
$69K Hold
641
0.04% 186
2022
Q2
$67K Buy
641
+1
+0.2% +$105 0.03% 213
2022
Q1
$95K Hold
640
0.04% 204
2021
Q4
$73K Sell
640
-307
-32% -$35K 0.03% 239
2021
Q3
$93K Buy
+947
New +$93K 0.04% 201
2020
Q1
Sell
-1,286
Closed -$72K 425
2019
Q4
$72K Buy
+1,286
New +$72K 0.05% 226