Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$173K Hold
2,279
0.04% 239
2025
Q1
$171K Sell
2,279
-31
-1% -$2.33K 0.05% 227
2024
Q4
$177K Hold
2,310
0.05% 223
2024
Q3
$180K Hold
2,310
0.05% 231
2024
Q2
$165K Hold
2,310
0.05% 225
2024
Q1
$188K Hold
2,310
0.06% 195
2023
Q4
$169K Hold
2,310
0.07% 197
2023
Q3
$153K Hold
2,310
0.07% 186
2023
Q2
$171K Hold
2,310
0.08% 173
2023
Q1
$178K Sell
2,310
-15
-0.6% -$1.16K 0.1% 152
2022
Q4
$178K Sell
2,325
-430
-16% -$32.9K 0.11% 141
2022
Q3
$195K Hold
2,755
0.12% 120
2022
Q2
$233K Buy
2,755
+6
+0.2% +$507 0.14% 112
2022
Q1
$224K Buy
2,749
+114
+4% +$9.29K 0.12% 121
2021
Q4
$207K Sell
2,635
-674
-20% -$52.9K 0.13% 114
2021
Q3
$260K Hold
3,309
0.21% 67
2021
Q2
$257K Buy
+3,309
New +$257K 0.21% 68
2020
Q4
$194K Buy
+2,610
New +$194K 0.19% 75