Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-432
Closed -$18.2K 348
2025
Q1
$18.2K Buy
+432
New +$18.2K 0.02% 463
2024
Q2
Sell
-431
Closed -$27.5K 642
2024
Q1
$27.5K Buy
+431
New +$27.5K 0.02% 367
2023
Q4
Sell
-717
Closed -$48K 287
2023
Q3
$48K Buy
717
+286
+66% +$19.2K 0.04% 238
2023
Q2
$45K Hold
431
0.04% 219
2023
Q1
$52.6K Hold
431
0.05% 203
2022
Q4
$54K Hold
431
0.05% 204
2022
Q3
$46K Sell
431
-175
-29% -$18.7K 0.04% 220
2022
Q2
$65K Hold
606
0.06% 178
2022
Q1
$80K Buy
606
+175
+41% +$23.1K 0.06% 164
2021
Q4
$47 Hold
431
0.03% 163
2021
Q3
$39K Hold
431
0.04% 165
2021
Q2
$47K Hold
431
0.05% 156
2021
Q1
$48K Hold
431
0.05% 150
2020
Q4
$50K Hold
431
0.06% 145
2020
Q3
$46K Hold
431
0.05% 148
2020
Q2
$43K Hold
431
0.04% 155
2020
Q1
$35K Hold
431
0.03% 163
2019
Q4
$43K Hold
431
0.03% 177
2019
Q3
$38K Hold
431
0.03% 180
2019
Q2
$36K Hold
431
0.03% 179
2019
Q1
$33K Sell
431
-66
-13% -$5.05K 0.02% 190
2018
Q4
$32K Buy
+497
New +$32K 0.03% 181