Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83.9K Hold
285
0.01% 513
2025
Q1
$75.9K Hold
285
0.01% 506
2024
Q4
$71.7K Hold
285
0.01% 520
2024
Q3
$62.8K Hold
285
0.01% 533
2024
Q2
$49.1K Hold
285
0.01% 519
2024
Q1
$54K Hold
285
0.01% 517
2023
Q4
$51K Sell
285
-3
-1% -$537 0.01% 515
2023
Q3
$46.4K Sell
288
-50
-15% -$8.06K 0.01% 520
2023
Q2
$49.4K Sell
338
-2
-0.6% -$293 0.01% 510
2023
Q1
$49.5K Hold
340
0.01% 536
2022
Q4
$48.8K Hold
340
0.01% 528
2022
Q3
$49.2K Sell
340
-1,015
-75% -$147K 0.01% 507
2022
Q2
$207K Sell
1,355
-25
-2% -$3.83K 0.03% 341
2022
Q1
$288K Hold
1,380
0.04% 325
2021
Q4
$338K Hold
1,380
0.04% 309
2021
Q3
$274K Sell
1,380
-115
-8% -$22.9K 0.04% 313
2021
Q2
$279K Hold
1,495
0.04% 311
2021
Q1
$312K Buy
1,495
+555
+59% +$116K 0.05% 281
2020
Q4
$165K Sell
940
-65
-6% -$11.4K 0.03% 325
2020
Q3
$123K Hold
1,005
0.03% 338
2020
Q2
$140K Sell
1,005
-40
-4% -$5.58K 0.03% 315
2020
Q1
$111K Sell
1,045
-15
-1% -$1.6K 0.03% 323
2019
Q4
$148K Sell
1,060
-75
-7% -$10.5K 0.03% 325
2019
Q3
$159K Sell
1,135
-25
-2% -$3.51K 0.04% 315
2019
Q2
$169K Sell
1,160
-40
-3% -$5.83K 0.04% 307
2019
Q1
$188K Hold
1,200
0.05% 297
2018
Q4
$194K Hold
1,200
0.06% 271
2018
Q3
$239K Hold
1,200
0.05% 271
2018
Q2
$207K Buy
1,200
+395
+49% +$68.1K 0.05% 294
2018
Q1
$116K Hold
805
0.03% 364
2017
Q4
$106K Sell
805
-25
-3% -$3.28K 0.03% 367
2017
Q3
$100K Buy
830
+200
+32% +$24.1K 0.03% 357
2017
Q2
$80K Hold
630
0.03% 347
2017
Q1
$89.8K Hold
630
0.03% 329
2016
Q4
$91.2K Hold
630
0.03% 321
2016
Q3
$78.5K Hold
630
0.03% 313
2016
Q2
$71.7K Hold
630
0.03% 316
2016
Q1
$66.7K Buy
+630
New +$66.7K 0.03% 315