Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.2K Buy
358
+3
+0.8% +$60 ﹤0.01% 323
2025
Q1
$8.61K Buy
355
+3
+0.9% +$73 ﹤0.01% 302
2024
Q4
$11.9K Buy
352
+2
+0.6% +$68 ﹤0.01% 279
2024
Q3
$16.8K Buy
350
+1
+0.3% +$48 ﹤0.01% 224
2024
Q2
$16.4K Buy
349
+2
+0.6% +$94 ﹤0.01% 221
2024
Q1
$20.4K Buy
347
+1
+0.3% +$59 0.01% 206
2023
Q4
$18.7K Buy
346
+1
+0.3% +$54 0.01% 209
2023
Q3
$17K Buy
345
+2
+0.6% +$99 0.01% 210
2023
Q2
$18K Buy
343
+1
+0.3% +$52 0.01% 203
2023
Q1
$19K Sell
342
-5
-1% -$278 0.01% 196
2022
Q4
$18K Buy
347
+2
+0.6% +$104 0.01% 193
2022
Q3
$15K Sell
345
-42
-11% -$1.83K 0.01% 197
2022
Q2
$18K Buy
387
+1
+0.3% +$47 0.01% 185
2022
Q1
$20K Hold
386
0.01% 202
2021
Q4
$22K Buy
386
+2
+0.5% +$114 0.01% 196
2021
Q3
$19K Sell
384
-103
-21% -$5.1K 0.01% 210
2021
Q2
$23K Buy
487
+2
+0.4% +$94 0.01% 183
2021
Q1
$18K Buy
485
+182
+60% +$6.76K 0.01% 194
2020
Q4
$7K Buy
+303
New +$7K ﹤0.01% 263
2019
Q2
Sell
-13,852
Closed -$321K 461
2019
Q1
$321K Buy
+13,852
New +$321K 0.18% 62