Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83K Hold
177
0.01% 207
2025
Q1
$82.4K Sell
177
-1
-0.6% -$466 0.01% 196
2024
Q4
$74.5K Hold
178
0.01% 197
2024
Q3
$84.9K Buy
178
+1
+0.6% +$477 0.01% 197
2024
Q2
$77.7K Sell
177
-62
-26% -$27.2K 0.01% 202
2024
Q1
$111K Buy
239
+62
+35% +$28.8K 0.01% 176
2023
Q4
$72.7K Buy
177
+5
+3% +$2.05K 0.01% 202
2023
Q3
$64K Hold
172
0.01% 198
2023
Q2
$65.5K Sell
172
-20
-10% -$7.62K 0.01% 210
2023
Q1
$68.2K Hold
192
0.01% 193
2022
Q4
$62.6K Sell
192
-730
-79% -$238K 0.01% 200
2022
Q3
$249K Sell
922
-42
-4% -$11.3K 0.02% 130
2022
Q2
$277K Buy
964
+42
+5% +$12.1K 0.03% 122
2022
Q1
$295K Hold
922
0.03% 126
2021
Q4
$319K Sell
922
-728
-44% -$252K 0.03% 127
2021
Q3
$484K Hold
1,650
0.04% 108
2021
Q2
$477K Hold
1,650
0.04% 110
2021
Q1
$462K Hold
1,650
0.04% 108
2020
Q4
$435K Buy
1,650
+150
+10% +$39.5K 0.05% 107
2020
Q3
$357K Hold
1,500
0.05% 104
2020
Q2
$318K Hold
1,500
0.04% 103
2020
Q1
$260K Hold
1,500
0.04% 105
2019
Q4
$319K Hold
1,500
0.04% 101
2019
Q3
$291K Hold
1,500
0.04% 107
2019
Q2
$301K Hold
1,500
0.04% 101
2019
Q1
$264K Hold
1,500
0.04% 110
2018
Q4
$234K Buy
+1,500
New +$234K 0.04% 107