Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.85K Hold
190
﹤0.01% 993
2025
Q1
$6.58K Hold
190
﹤0.01% 1012
2024
Q4
$9.82K Hold
190
﹤0.01% 972
2024
Q3
$9.01K Hold
190
﹤0.01% 1003
2024
Q2
$10K Hold
190
﹤0.01% 949
2024
Q1
$11.2K Hold
190
﹤0.01% 944
2023
Q4
$12.4K Hold
190
﹤0.01% 921
2023
Q3
$8.64K Hold
190
﹤0.01% 906
2023
Q2
$8.87K Hold
190
﹤0.01% 932
2023
Q1
$8.48K Sell
190
-16,366
-99% -$730K ﹤0.01% 1007
2022
Q4
$964K Sell
16,556
-491
-3% -$28.6K 0.02% 521
2022
Q3
$731K Sell
17,047
-54
-0.3% -$2.32K 0.01% 573
2022
Q2
$1.23M Buy
17,101
+1
+0% +$72 0.02% 480
2022
Q1
$1.42M Hold
17,100
0.02% 490
2021
Q4
$1.76M Sell
17,100
-127
-0.7% -$13.1K 0.03% 447
2021
Q3
$1.76M Buy
+17,227
New +$1.76M 0.03% 426
2021
Q1
$1.37M Buy
16,731
+270
+2% +$22K 0.02% 469
2020
Q4
$1.12M Sell
16,461
-6,363
-28% -$432K 0.02% 487
2020
Q3
$1.06M Sell
22,824
-679
-3% -$31.4K 0.02% 450
2020
Q2
$1.04M Buy
23,503
+327
+1% +$14.5K 0.02% 453
2020
Q1
$707K Sell
23,176
-2,163
-9% -$66K 0.02% 490
2019
Q4
$1.06M Sell
25,339
-450
-2% -$18.9K 0.02% 499
2019
Q3
$955K Sell
25,789
-2
-0% -$74 0.02% 507
2019
Q2
$999K Sell
25,791
-3,928
-13% -$152K 0.02% 491
2019
Q1
$872K Buy
29,719
+2,438
+9% +$71.5K 0.02% 517
2018
Q4
$715K Buy
27,281
+9,618
+54% +$252K 0.02% 535
2018
Q3
$619K Buy
17,663
+1,167
+7% +$40.9K 0.02% 616
2018
Q2
$538K Sell
16,496
-36
-0.2% -$1.17K 0.01% 651
2018
Q1
$448K Buy
+16,532
New +$448K 0.01% 665