Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.1K Sell
381
-3
-0.8% -$316 0.02% 224
2025
Q1
$22.4K Buy
384
+4
+1% +$233 0.02% 273
2024
Q4
$22K Buy
380
+1
+0.3% +$58 0.01% 284
2024
Q3
$16.8K Hold
379
0.01% 345
2024
Q2
$14.1K Hold
379
0.01% 271
2024
Q1
$14.5K Hold
379
0.01% 253
2023
Q4
$17.3K Hold
379
0.02% 218
2023
Q3
$11K Sell
379
-15
-4% -$434 0.01% 338
2023
Q2
$15.9K Hold
394
0.01% 301
2023
Q1
$17.7K Sell
394
-50
-11% -$2.25K 0.01% 279
2022
Q4
$12.6K Sell
444
-100
-18% -$2.85K 0.01% 311
2022
Q3
$19K Sell
544
-100
-16% -$3.49K 0.02% 380
2022
Q2
$21K Buy
644
+58
+10% +$1.89K 0.02% 383
2022
Q1
$27K Buy
586
+155
+36% +$7.14K 0.02% 364
2021
Q4
$44K Buy
431
+58
+16% +$5.92K 0.03% 298
2021
Q3
$28K Hold
373
0.02% 363
2021
Q2
$34K Buy
373
+1
+0.3% +$91 0.02% 328
2021
Q1
$24K Buy
+372
New +$24K 0.02% 369