Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.3K Hold
340
0.01% 251
2025
Q1
$22.2K Hold
340
0.01% 190
2024
Q4
$29K Hold
340
0.02% 183
2024
Q3
$26.5K Hold
340
0.01% 189
2024
Q2
$19.7K Hold
340
0.01% 197
2024
Q1
$22.8K Hold
340
0.02% 186
2023
Q4
$20.9K Hold
340
0.02% 183
2023
Q3
$19.9K Hold
340
0.02% 181
2023
Q2
$22.7K Buy
340
+25
+8% +$1.67K 0.02% 174
2023
Q1
$23.9K Hold
315
0.02% 161
2022
Q4
$22.4K Hold
315
0.02% 172
2022
Q3
$27K Hold
315
0.02% 187
2022
Q2
$22K Hold
315
0.02% 221
2022
Q1
$36K Sell
315
-20
-6% -$2.29K 0.02% 220
2021
Q4
$63K Sell
335
-3,726
-92% -$701K 0.04% 195
2021
Q3
$1.06M Buy
4,061
+1,682
+71% +$438K 0.61% 48
2021
Q2
$693K Buy
2,379
+1,399
+143% +$408K 0.85% 30
2021
Q1
$238K Hold
980
0.32% 86
2020
Q4
$232 Buy
980
+58
+6% +$14 0.1% 73
2020
Q3
$182K Hold
922
0.41% 63
2020
Q2
$161K Hold
922
0.38% 59
2020
Q1
$88K Buy
922
+627
+213% +$59.8K 0.34% 50
2019
Q4
$32K Buy
+295
New +$32K 0.06% 144