Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-181
Closed -$28K 502
2025
Q1
$28K Sell
181
-6
-3% -$930 0.03% 318
2024
Q4
$34.4K Hold
187
0.03% 282
2024
Q3
$33.8K Buy
187
+6
+3% +$1.08K 0.03% 306
2024
Q2
$32.9K Hold
181
0.03% 292
2024
Q1
$34.2K Buy
+181
New +$34.2K 0.03% 303
2023
Q4
Sell
-181
Closed -$25.6K 502
2023
Q3
$25.6K Hold
181
0.02% 330
2023
Q2
$25.8K Hold
181
0.02% 301
2023
Q1
$23.2K Hold
181
0.02% 315
2022
Q4
$22K Hold
181
0.02% 322
2022
Q3
$19K Hold
181
0.02% 374
2022
Q2
$19K Hold
181
0.02% 411
2022
Q1
$19K Buy
+181
New +$19K 0.01% 514
2020
Q2
Sell
-373
Closed -$23K 272
2020
Q1
$23K Hold
373
0.02% 194
2019
Q4
$28K Hold
373
0.02% 210
2019
Q3
$25K Hold
373
0.02% 213
2019
Q2
$33K Hold
373
0.02% 189
2019
Q1
$34K Hold
373
0.03% 188
2018
Q4
$31K Buy
+373
New +$31K 0.02% 185