Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.6K Sell
40
-19
-32% -$18.8K 0.01% 64
2025
Q1
$55.8K Hold
59
0.02% 53
2024
Q4
$54.1K Hold
59
0.02% 51
2024
Q3
$52.3K Hold
59
0.02% 55
2024
Q2
$50.1K Sell
59
-55
-48% -$46.7K 0.02% 60
2024
Q1
$83.5K Hold
114
0.04% 42
2023
Q4
$75.2K Hold
114
0.03% 44
2023
Q3
$64.4K Buy
114
+40
+54% +$22.6K 0.04% 47
2023
Q2
$39.8K Hold
74
0.02% 64
2023
Q1
$36.8K Hold
74
0.02% 54
2022
Q4
$33.8K Hold
74
0.02% 56
2022
Q3
$35K Hold
74
0.02% 53
2022
Q2
$35K Hold
74
0.02% 54
2022
Q1
$43K Hold
74
0.02% 50
2021
Q4
$42K Hold
74
0.02% 48
2021
Q3
$33K Hold
74
0.02% 50
2021
Q2
$29K Hold
74
0.02% 49
2021
Q1
$26K Hold
74
0.02% 53
2020
Q4
$28K Hold
74
0.02% 49
2020
Q3
$26K Hold
74
0.02% 49
2020
Q2
$24K Sell
74
-25
-25% -$8.11K 0.02% 54
2020
Q1
$28K Buy
+99
New +$28K 0.02% 43