Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-175
Closed -$42.7K 335
2025
Q1
$42.7K Hold
175
0.01% 246
2024
Q4
$49.2K Hold
175
0.01% 234
2024
Q3
$47.9K Hold
175
0.01% 238
2024
Q2
$52.5K Hold
175
0.01% 211
2024
Q1
$50.7K Sell
175
-6
-3% -$1.74K 0.01% 229
2023
Q4
$45.8K Hold
181
0.01% 229
2023
Q3
$48K Hold
181
0.02% 215
2023
Q2
$44.9K Hold
181
0.01% 234
2023
Q1
$41.4K Buy
181
+6
+3% +$1.37K 0.01% 240
2022
Q4
$30.3K Buy
175
+32
+22% +$5.54K 0.01% 257
2022
Q3
$21.2K Buy
143
+35
+32% +$5.2K 0.01% 279
2022
Q2
$24.5K Hold
108
0.01% 277
2022
Q1
$25K Hold
108
0.01% 290
2021
Q4
$27.9K Hold
108
0.01% 278
2021
Q3
$23.7K Hold
108
0.01% 271
2021
Q2
$32.2K Hold
108
0.01% 239
2021
Q1
$30.7K Hold
108
0.01% 226
2020
Q4
$28K Hold
108
0.01% 223
2020
Q3
$27.2K Hold
108
0.01% 216
2020
Q2
$15.1K Hold
108
0.01% 272
2020
Q1
$13.1K Sell
108
-48
-31% -$5.82K 0.01% 277
2019
Q4
$23.6K Hold
156
0.01% 258
2019
Q3
$22.7K Hold
156
0.01% 251
2019
Q2
$25.6K Hold
156
0.02% 224
2019
Q1
$28.3K Sell
156
-9
-5% -$1.63K 0.02% 215
2018
Q4
$26.6K Hold
165
0.02% 223
2018
Q3
$39.7K Hold
165
0.03% 201
2018
Q2
$37.5K Buy
165
+9
+6% +$2.04K 0.03% 199
2018
Q1
$37.5K Hold
156
0.03% 190
2017
Q4
$38.9K Hold
156
0.03% 202
2017
Q3
$35.2K Hold
156
0.03% 204
2017
Q2
$33.9K Hold
156
0.03% 208
2017
Q1
$30.4K Hold
156
0.02% 218
2016
Q4
$29K Buy
+156
New +$29K 0.03% 222