Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.9K Hold
765
﹤0.01% 484
2025
Q1
$25.8K Sell
765
-100
-12% -$3.38K 0.01% 429
2024
Q4
$25.6K Buy
865
+100
+13% +$2.96K ﹤0.01% 416
2024
Q3
$24K Hold
765
﹤0.01% 423
2024
Q2
$27.6K Hold
765
0.01% 387
2024
Q1
$28.8K Hold
765
0.01% 384
2023
Q4
$27.1K Hold
765
0.01% 375
2023
Q3
$29.6K Hold
765
0.01% 350
2023
Q2
$27K Sell
765
-13
-2% -$459 0.01% 378
2023
Q1
$29.5K Sell
778
-181
-19% -$6.87K 0.01% 357
2022
Q4
$33.5K Buy
959
+1
+0.1% +$35 0.01% 327
2022
Q3
$27K Buy
958
+2
+0.2% +$56 0.01% 337
2022
Q2
$27K Buy
956
+2
+0.2% +$56 0.01% 339
2022
Q1
$28K Buy
954
+2
+0.2% +$59 0.01% 395
2021
Q4
$25K Buy
952
+2
+0.2% +$53 0.01% 403
2021
Q3
$25K Buy
950
+15
+2% +$395 0.01% 409
2021
Q2
$24K Buy
935
+2
+0.2% +$51 0.01% 422
2021
Q1
$22K Buy
933
+2
+0.2% +$47 0.01% 386
2020
Q4
$20K Buy
+931
New +$20K 0.01% 400