Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Hold
1,569
0.02% 141
2025
Q1
$258K Sell
1,569
-600
-28% -$98.8K 0.02% 136
2024
Q4
$353K Hold
2,169
0.02% 124
2024
Q3
$424K Hold
2,169
0.03% 118
2024
Q2
$376K Hold
2,169
0.03% 115
2024
Q1
$367K Hold
2,169
0.03% 120
2023
Q4
$428K Hold
2,169
0.03% 112
2023
Q3
$377K Hold
2,169
0.03% 113
2023
Q2
$374K Buy
2,169
+23
+1% +$3.96K 0.03% 120
2023
Q1
$357K Hold
2,146
0.03% 108
2022
Q4
$314K Hold
2,146
0.03% 123
2022
Q3
$318K Hold
2,146
0.03% 121
2022
Q2
$369K Hold
2,146
0.04% 114
2022
Q1
$405K Sell
2,146
-700
-25% -$132K 0.04% 117
2021
Q4
$695K Hold
2,846
0.06% 99
2021
Q3
$553K Hold
2,846
0.05% 101
2021
Q2
$530K Hold
2,846
0.05% 105
2021
Q1
$448K Hold
2,846
0.04% 111
2020
Q4
$471K Hold
2,846
0.05% 101
2020
Q3
$471K Hold
2,846
0.06% 90
2020
Q2
$390K Sell
2,846
-8
-0.3% -$1.1K 0.05% 93
2020
Q1
$336K Hold
2,854
0.05% 95
2019
Q4
$378K Hold
2,854
0.05% 96
2019
Q3
$356K Hold
2,854
0.05% 95
2019
Q2
$324K Hold
2,854
0.04% 100
2019
Q1
$287K Hold
2,854
0.04% 102
2018
Q4
$244K Buy
2,854
+1,008
+55% +$86.2K 0.04% 105
2018
Q3
$169K Hold
1,846
0.02% 133
2018
Q2
$157K Buy
1,846
+1,446
+362% +$123K 0.02% 135
2018
Q1
$33K Buy
+400
New +$33K ﹤0.01% 198
2014
Q4
Sell
-259
Closed -$10K 409
2014
Q3
$10K Buy
+259
New +$10K ﹤0.01% 308