Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.6K Hold
1,633
﹤0.01% 412
2025
Q1
$37.1K Hold
1,633
﹤0.01% 399
2024
Q4
$32.7K Hold
1,633
﹤0.01% 412
2024
Q3
$38.3K Hold
1,633
﹤0.01% 399
2024
Q2
$50.6K Hold
1,633
0.01% 360
2024
Q1
$72.1K Hold
1,633
0.01% 344
2023
Q4
$82.1K Buy
+1,633
New +$82.1K 0.01% 313
2022
Q3
Sell
-5,394
Closed -$202K 185
2022
Q2
$202K Buy
+5,394
New +$202K 0.04% 183
2022
Q1
Sell
-6,824
Closed -$351K 216
2021
Q4
$351K Sell
6,824
-3,644
-35% -$187K 0.05% 190
2021
Q3
$558K Sell
10,468
-530
-5% -$28.3K 0.09% 173
2021
Q2
$617K Sell
10,998
-867
-7% -$48.6K 0.11% 125
2021
Q1
$759K Sell
11,865
-36,202
-75% -$2.32M 0.12% 154
2020
Q4
$2.4M Sell
48,067
-20,333
-30% -$1.01M 0.4% 79
2020
Q3
$3.54M Sell
68,400
-2,260
-3% -$117K 0.66% 49
2020
Q2
$4.23M Sell
70,660
-325
-0.5% -$19.4K 0.91% 35
2020
Q1
$3.84M Sell
70,985
-290
-0.4% -$15.7K 0.99% 30
2019
Q4
$4.27M Sell
71,275
-1,120
-2% -$67K 0.8% 43
2019
Q3
$3.73M Sell
72,395
-51
-0.1% -$2.63K 0.83% 40
2019
Q2
$3.47M Sell
72,446
-670
-0.9% -$32.1K 1.35% 21
2019
Q1
$3.93M Sell
73,116
-1,465
-2% -$78.7K 1.47% 20
2018
Q4
$3.5M Sell
74,581
-1,558
-2% -$73.1K 1.59% 19
2018
Q3
$3.6M Sell
76,139
-22,830
-23% -$1.08M 1.52% 18
2018
Q2
$4.92M Buy
98,969
+1,472
+2% +$73.2K 2.16% 11
2018
Q1
$5.08M Buy
97,497
+169
+0.2% +$8.8K 2.25% 10
2017
Q4
$4.49M Buy
97,328
+2,425
+3% +$112K 1.9% 13
2017
Q3
$3.61M Sell
94,903
-1,610
-2% -$61.3K 1.63% 13
2017
Q2
$3.26M Sell
96,513
-1,962
-2% -$66.2K 1.6% 14
2017
Q1
$3.55M Buy
+98,475
New +$3.55M 1.79% 15