Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.1K Sell
256
-85
-25% -$6.34K ﹤0.01% 280
2025
Q1
$21.5K Hold
341
﹤0.01% 286
2024
Q4
$19.4K Sell
341
-86
-20% -$4.9K ﹤0.01% 288
2024
Q3
$25.1K Hold
427
﹤0.01% 247
2024
Q2
$23K Hold
427
﹤0.01% 242
2024
Q1
$24.6K Hold
427
﹤0.01% 229
2023
Q4
$20.5K Sell
427
-268
-39% -$12.8K ﹤0.01% 236
2023
Q3
$35.6K Hold
695
0.01% 204
2023
Q2
$39.8K Buy
695
+268
+63% +$15.4K 0.01% 205
2023
Q1
$25.8K Hold
427
﹤0.01% 215
2022
Q4
$25K Hold
427
﹤0.01% 212
2022
Q3
$24K Hold
427
0.01% 214
2022
Q2
$23K Hold
427
0.01% 232
2022
Q1
$25K Hold
427
﹤0.01% 240
2021
Q4
$20K Hold
427
﹤0.01% 231
2021
Q3
$18K Hold
427
﹤0.01% 229
2021
Q2
$19K Sell
427
-366
-46% -$16.3K 0.01% 224
2021
Q1
$37K Sell
793
-59
-7% -$2.75K 0.03% 185
2020
Q4
$33K Sell
852
-185
-18% -$7.17K 0.03% 181
2020
Q3
$30K Buy
1,037
+178
+21% +$5.15K 0.03% 192
2020
Q2
$23K Sell
859
-257
-23% -$6.88K 0.02% 194
2020
Q1
$26K Buy
+1,116
New +$26K 0.03% 172