Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
3,153
-820
-21% -$58.3K 0.01% 176
2025
Q1
$252K Buy
3,973
+200
+5% +$12.7K 0.01% 168
2024
Q4
$286K Buy
3,773
+160
+4% +$12.1K 0.01% 158
2024
Q3
$319K Hold
3,613
0.01% 156
2024
Q2
$272K Buy
3,613
+80
+2% +$6.03K 0.01% 160
2024
Q1
$332K Buy
3,533
+350
+11% +$32.9K 0.02% 151
2023
Q4
$346K Hold
3,183
0.02% 149
2023
Q3
$304K Buy
3,183
+17
+0.5% +$1.63K 0.02% 147
2023
Q2
$349K Buy
3,166
+13
+0.4% +$1.44K 0.02% 146
2023
Q1
$387K Hold
3,153
0.02% 136
2022
Q4
$369K Sell
3,153
-147
-4% -$17.2K 0.02% 126
2022
Q3
$274K Hold
3,300
0.02% 142
2022
Q2
$337K Hold
3,300
0.02% 135
2022
Q1
$444K Hold
3,300
0.02% 128
2021
Q4
$550K Buy
3,300
+147
+5% +$24.5K 0.03% 122
2021
Q3
$458K Hold
3,153
0.02% 129
2021
Q2
$487K Hold
3,153
0.03% 124
2021
Q1
$419K Hold
3,153
0.02% 133
2020
Q4
$446K Hold
3,153
0.03% 126
2020
Q3
$396K Hold
3,153
0.03% 125
2020
Q2
$309K Buy
3,153
+57
+2% +$5.59K 0.02% 124
2020
Q1
$256K Hold
3,096
0.02% 123
2019
Q4
$314K Hold
3,096
0.02% 140
2019
Q3
$291K Hold
3,096
0.02% 139
2019
Q2
$260K Hold
3,096
0.02% 147
2019
Q1
$261K Hold
3,096
0.02% 137
2018
Q4
$230K Hold
3,096
0.02% 145
2018
Q3
$262K Hold
3,096
0.02% 141
2018
Q2
$247K Hold
3,096
0.02% 144
2018
Q1
$206K Buy
+3,096
New +$206K 0.02% 145