Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.1K Sell
416
-183
-31% -$7.95K ﹤0.01% 447
2025
Q1
$27.6K Sell
599
-1,186
-66% -$54.7K ﹤0.01% 409
2024
Q4
$67.2K Sell
1,785
-69
-4% -$2.6K 0.01% 330
2024
Q3
$75.2K Buy
1,854
+69
+4% +$2.8K 0.01% 312
2024
Q2
$61.8K Hold
1,785
0.01% 323
2024
Q1
$67.1K Sell
1,785
-723
-29% -$27.2K 0.01% 307
2023
Q4
$90K Buy
2,508
+885
+55% +$31.8K 0.01% 277
2023
Q3
$61.3K Hold
1,623
0.01% 295
2023
Q2
$66.1K Hold
1,623
0.01% 291
2023
Q1
$68K Hold
1,623
0.01% 296
2022
Q4
$70K Hold
1,623
0.01% 292
2022
Q3
$61K Hold
1,623
0.01% 293
2022
Q2
$74K Hold
1,623
0.01% 276
2022
Q1
$77K Sell
1,623
-652
-29% -$30.9K 0.01% 286
2021
Q4
$94K Hold
2,275
0.01% 273
2021
Q3
$78K Sell
2,275
-122
-5% -$4.18K 0.01% 279
2021
Q2
$76K Hold
2,397
0.01% 283
2021
Q1
$75K Hold
2,397
0.01% 296
2020
Q4
$72K Hold
2,397
0.01% 288
2020
Q3
$61K Sell
2,397
-97
-4% -$2.47K 0.01% 283
2020
Q2
$65K Sell
2,494
-28
-1% -$730 0.01% 266
2020
Q1
$66K Hold
2,522
0.01% 248
2019
Q4
$82K Buy
2,522
+245
+11% +$7.97K 0.01% 269
2019
Q3
$78K Hold
2,277
0.01% 268
2019
Q2
$78K Hold
2,277
0.01% 264
2019
Q1
$81K Hold
2,277
0.01% 252
2018
Q4
$73K Sell
2,277
-488
-18% -$15.6K 0.01% 256
2018
Q3
$86K Hold
2,765
0.01% 272
2018
Q2
$84K Hold
2,765
0.01% 277
2018
Q1
$77K Buy
2,765
+28
+1% +$780 0.01% 291
2017
Q4
$76K Hold
2,737
0.01% 312
2017
Q3
$73K Sell
2,737
-140
-5% -$3.73K 0.01% 316
2017
Q2
$74K Hold
2,877
0.01% 318
2017
Q1
$74K Sell
2,877
-98
-3% -$2.52K 0.01% 321
2016
Q4
$75K Buy
+2,975
New +$75K 0.01% 304