Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33K Hold
1,104
0.01% 128
2025
Q1
$37K Hold
1,104
0.01% 125
2024
Q4
$33K Hold
1,104
0.01% 131
2024
Q3
$35K Sell
1,104
-210
-16% -$6.66K 0.01% 139
2024
Q2
$47K Hold
1,314
0.02% 126
2024
Q1
$49.5K Hold
1,314
0.02% 126
2023
Q4
$47K Hold
1,314
0.02% 124
2023
Q3
$51K Buy
1,314
+210
+19% +$8.15K 0.02% 122
2023
Q2
$39K Hold
1,104
0.02% 128
2023
Q1
$44K Hold
1,104
0.02% 132
2022
Q4
$39K Hold
1,104
0.02% 135
2022
Q3
$32K Hold
1,104
0.02% 139
2022
Q2
$31K Hold
1,104
0.02% 141
2022
Q1
$32K Hold
1,104
0.01% 141
2021
Q4
$29K Hold
1,104
0.01% 142
2021
Q3
$30K Hold
1,104
0.01% 139
2021
Q2
$29K Hold
1,104
0.01% 134
2021
Q1
$27K Hold
1,104
0.01% 131
2020
Q4
$23K Hold
1,104
0.01% 132
2020
Q3
$19K Hold
1,104
0.01% 137
2020
Q2
$26K Hold
1,104
0.02% 131
2020
Q1
$27K Hold
1,104
0.02% 127
2019
Q4
$42K Hold
1,104
0.03% 128
2019
Q3
$42K Sell
1,104
-19
-2% -$723 0.03% 125
2019
Q2
$46K Hold
1,123
0.03% 126
2019
Q1
$48K Sell
1,123
-16
-1% -$684 0.03% 122
2018
Q4
$42K Sell
1,139
-17
-1% -$627 0.03% 123
2018
Q3
$51K Sell
1,156
-17
-1% -$750 0.03% 132
2018
Q2
$50K Sell
1,173
-15
-1% -$639 0.03% 130
2018
Q1
$45K Buy
+1,188
New +$45K 0.03% 133