Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.1K Hold
3,602
0.01% 499
2025
Q1
$99.7K Hold
3,602
0.01% 458
2024
Q4
$118K Sell
3,602
-1,025
-22% -$33.4K 0.01% 435
2024
Q3
$166K Hold
4,627
0.02% 396
2024
Q2
$162K Hold
4,627
0.02% 377
2024
Q1
$140K Hold
4,627
0.01% 410
2023
Q4
$139K Hold
4,627
0.02% 400
2023
Q3
$119K Hold
4,627
0.02% 405
2023
Q2
$142K Hold
4,627
0.02% 381
2023
Q1
$136K Hold
4,627
0.02% 395
2022
Q4
$124K Sell
4,627
-161
-3% -$4.33K 0.02% 405
2022
Q3
$119K Hold
4,788
0.02% 410
2022
Q2
$157K Hold
4,788
0.02% 387
2022
Q1
$174K Hold
4,788
0.02% 399
2021
Q4
$180K Hold
4,788
0.02% 392
2021
Q3
$131K Hold
4,788
0.02% 416
2021
Q2
$145K Hold
4,788
0.02% 407
2021
Q1
$152K Hold
4,788
0.02% 379
2020
Q4
$118K Hold
4,788
0.02% 366
2020
Q3
$90.9K Hold
4,788
0.02% 371
2020
Q2
$83.5K Hold
4,788
0.02% 371
2020
Q1
$83.1K Hold
4,788
0.02% 354
2019
Q4
$98.4K Sell
4,788
-2,514
-34% -$51.7K 0.02% 373
2019
Q3
$138K Hold
7,302
0.03% 335
2019
Q2
$152K Hold
7,302
0.04% 325
2019
Q1
$142K Sell
7,302
-69
-0.9% -$1.34K 0.04% 326
2018
Q4
$151K Sell
7,371
-2,600
-26% -$53.2K 0.04% 311
2018
Q3
$257K Sell
9,971
-115
-1% -$2.96K 0.06% 261
2018
Q2
$229K Buy
10,086
+184
+2% +$4.18K 0.06% 276
2018
Q1
$217K Hold
9,902
0.06% 280
2017
Q4
$208K Buy
9,902
+202
+2% +$4.24K 0.06% 275
2017
Q3
$194K Hold
9,700
0.06% 263
2017
Q2
$170K Hold
9,700
0.06% 260
2017
Q1
$173K Sell
9,700
-104
-1% -$1.86K 0.06% 250
2016
Q4
$145K Sell
9,804
-1,600
-14% -$23.7K 0.05% 258
2016
Q3
$177K Sell
11,404
-400
-3% -$6.21K 0.07% 231
2016
Q2
$148K Hold
11,804
0.06% 246
2016
Q1
$145K Buy
+11,804
New +$145K 0.06% 239