Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.3K Hold
23
﹤0.01% 444
2025
Q1
$18.8K Sell
23
-27
-54% -$22K ﹤0.01% 435
2024
Q4
$47.1K Sell
50
-1
-2% -$943 0.01% 360
2024
Q3
$45.3K Buy
51
+27
+113% +$24K ﹤0.01% 370
2024
Q2
$18.2K Hold
24
﹤0.01% 439
2024
Q1
$19.8K Sell
24
-2
-8% -$1.65K ﹤0.01% 427
2023
Q4
$20.9K Buy
26
+3
+13% +$2.42K ﹤0.01% 426
2023
Q3
$16.7K Hold
23
﹤0.01% 419
2023
Q2
$18K Hold
23
﹤0.01% 413
2023
Q1
$16.6K Hold
23
﹤0.01% 431
2022
Q4
$15K Sell
23
-39
-63% -$25.4K ﹤0.01% 436
2022
Q3
$35K Hold
62
0.01% 350
2022
Q2
$41K Hold
62
0.01% 333
2022
Q1
$46K Sell
62
-10
-14% -$7.42K 0.01% 341
2021
Q4
$61K Buy
72
+13
+22% +$11K 0.01% 319
2021
Q3
$47K Hold
59
0.01% 342
2021
Q2
$47K Hold
59
0.01% 337
2021
Q1
$40K Hold
59
﹤0.01% 355
2020
Q4
$42K Hold
59
﹤0.01% 339
2020
Q3
$45K Hold
59
0.01% 308
2020
Q2
$41K Sell
59
-49
-45% -$34.1K 0.01% 308
2020
Q1
$67K Hold
108
0.01% 246
2019
Q4
$63K Hold
108
0.01% 295
2019
Q3
$62K Buy
108
+49
+83% +$28.1K 0.01% 290
2019
Q2
$30K Sell
59
-6
-9% -$3.05K ﹤0.01% 350
2019
Q1
$29K Buy
65
+17
+35% +$7.59K ﹤0.01% 349
2018
Q4
$17K Buy
48
+28
+140% +$9.92K ﹤0.01% 388
2018
Q3
$9K Hold
20
﹤0.01% 446
2018
Q2
$9K Hold
20
﹤0.01% 440
2018
Q1
$8K Sell
20
-30
-60% -$12K ﹤0.01% 481
2017
Q4
$23K Buy
+50
New +$23K ﹤0.01% 451