Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.1K Sell
31,580
-2,900
-8% -$6.99K 0.02% 206
2025
Q1
$80.3K Hold
34,480
0.02% 201
2024
Q4
$63.8K Buy
34,480
+7,635
+28% +$14.1K 0.02% 208
2024
Q3
$65.5K Hold
26,845
0.02% 209
2024
Q2
$55K Hold
26,845
0.02% 204
2024
Q1
$66.6K Hold
26,845
0.02% 208
2023
Q4
$75.2K Hold
26,845
0.02% 205
2023
Q3
$69.3K Buy
26,845
+1,500
+6% +$3.87K 0.02% 197
2023
Q2
$80.6K Sell
25,345
-200
-0.8% -$636 0.03% 199
2023
Q1
$72K Sell
25,545
-1,785
-7% -$5.03K 0.02% 198
2022
Q4
$74.3K Sell
27,330
-1,500
-5% -$4.08K 0.03% 193
2022
Q3
$82K Sell
28,830
-850
-3% -$2.42K 0.03% 182
2022
Q2
$74K Sell
29,680
-1,200
-4% -$2.99K 0.02% 188
2022
Q1
$100K Sell
30,880
-2,000
-6% -$6.48K 0.03% 201
2021
Q4
$92K Buy
32,880
+3,000
+10% +$8.39K 0.02% 206
2021
Q3
$82K Sell
29,880
-3,000
-9% -$8.23K 0.02% 192
2021
Q2
$113K Buy
32,880
+4,265
+15% +$14.7K 0.03% 196
2021
Q1
$78K Buy
28,615
+2,050
+8% +$5.59K 0.02% 195
2020
Q4
$81K Hold
26,565
0.03% 183
2020
Q3
$60K Buy
26,565
+4,940
+23% +$11.2K 0.02% 177
2020
Q2
$57K Buy
21,625
+2,350
+12% +$6.19K 0.02% 169
2020
Q1
$44K Buy
+19,275
New +$44K 0.02% 157