Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Hold
1,092
0.02% 128
2025
Q1
$277K Sell
1,092
-27
-2% -$6.85K 0.02% 131
2024
Q4
$262K Buy
1,119
+8
+0.7% +$1.88K 0.02% 134
2024
Q3
$284K Hold
1,111
0.02% 129
2024
Q2
$264K Sell
1,111
-88
-7% -$20.9K 0.02% 131
2024
Q1
$277K Hold
1,199
0.02% 128
2023
Q4
$238K Sell
1,199
-112
-9% -$22.2K 0.02% 138
2023
Q3
$222K Hold
1,311
0.02% 133
2023
Q2
$245K Buy
1,311
+444
+51% +$82.9K 0.02% 135
2023
Q1
$144K Hold
867
0.01% 157
2022
Q4
$126K Hold
867
0.01% 165
2022
Q3
$125K Hold
867
0.01% 158
2022
Q2
$133K Sell
867
-32
-4% -$4.91K 0.01% 157
2022
Q1
$159K Hold
899
0.01% 150
2021
Q4
$211K Buy
899
+32
+4% +$7.51K 0.02% 147
2021
Q3
$181K Hold
867
0.02% 151
2021
Q2
$179K Hold
867
0.02% 153
2021
Q1
$186K Sell
867
-92
-10% -$19.7K 0.02% 145
2020
Q4
$207K Hold
959
0.02% 135
2020
Q3
$192K Hold
959
0.02% 129
2020
Q2
$191K Hold
959
0.03% 127
2020
Q1
$149K Buy
959
+92
+11% +$14.3K 0.02% 130
2019
Q4
$167K Hold
867
0.02% 135
2019
Q3
$172K Hold
867
0.02% 133
2019
Q2
$171K Hold
867
0.02% 131
2019
Q1
$153K Hold
867
0.02% 133
2018
Q4
$128K Hold
867
0.02% 137
2018
Q3
$136K Hold
867
0.02% 142
2018
Q2
$122K Hold
867
0.02% 145
2018
Q1
$119K Sell
867
-25
-3% -$3.43K 0.02% 145
2017
Q4
$120K Hold
892
0.02% 147
2017
Q3
$115K Hold
892
0.02% 143
2017
Q2
$118K Buy
892
+25
+3% +$3.31K 0.02% 144
2017
Q1
$109K Hold
867
0.02% 142
2016
Q4
$102K Hold
867
0.02% 136
2016
Q3
$106K Hold
867
0.02% 143
2016
Q2
$103K Sell
867
-600
-41% -$71.3K 0.02% 147
2016
Q1
$164K Hold
1,467
0.03% 122
2015
Q4
$168K Hold
1,467
0.03% 137
2015
Q3
$161K Hold
1,467
0.03% 127
2015
Q2
$166K Hold
1,467
0.03% 136
2015
Q1
$168K Hold
1,467
0.03% 133
2014
Q4
$154K Hold
1,467
0.03% 139
2014
Q3
$168K Buy
1,467
+600
+69% +$68.7K 0.03% 137
2014
Q2
$97K Buy
+867
New +$97K 0.03% 158