Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$591K Hold
750
0.06% 118
2025
Q1
$460K Hold
750
0.05% 125
2024
Q4
$471K Hold
750
0.04% 132
2024
Q3
$466K Hold
750
0.04% 133
2024
Q2
$493K Hold
750
0.05% 132
2024
Q1
$488K Hold
750
0.05% 135
2023
Q4
$469K Hold
750
0.05% 131
2023
Q3
$383K Hold
750
0.04% 136
2023
Q2
$344K Sell
750
-60
-7% -$27.5K 0.04% 137
2023
Q1
$361K Hold
810
0.05% 138
2022
Q4
$315K Hold
810
0.04% 138
2022
Q3
$314K Hold
810
0.05% 136
2022
Q2
$312K Hold
810
0.04% 135
2022
Q1
$389K Hold
810
0.05% 139
2021
Q4
$521K Hold
810
0.06% 132
2021
Q3
$437K Hold
810
0.06% 140
2021
Q2
$397K Hold
810
0.05% 143
2021
Q1
$310K Hold
810
0.04% 150
2020
Q4
$308K Hold
810
0.06% 140
2020
Q3
$264K Hold
810
0.06% 140
2020
Q2
$240K Hold
810
0.05% 143
2020
Q1
$186K Hold
810
0.04% 149
2019
Q4
$212K Hold
810
0.04% 158
2019
Q3
$215K Hold
810
0.04% 159
2019
Q2
$212K Hold
810
0.05% 166
2019
Q1
$212K Hold
810
0.05% 167
2018
Q4
$159K Hold
810
0.04% 162
2018
Q3
$184K Hold
810
0.04% 169
2018
Q2
$165K Hold
810
0.04% 164
2018
Q1
$140K Hold
810
0.03% 173
2017
Q4
$128K Hold
810
0.03% 171
2017
Q3
$115K Hold
810
0.03% 174
2017
Q2
$108K Hold
810
0.03% 183
2017
Q1
$94K Hold
810
0.02% 178
2016
Q4
$93K Hold
810
0.02% 183
2016
Q3
$89K Hold
810
0.02% 184
2016
Q2
$90K Hold
810
0.02% 186
2016
Q1
$84K Hold
810
0.02% 189
2015
Q4
$78K Hold
810
0.02% 190
2015
Q3
$72K Buy
+810
New +$72K 0.02% 189