Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Buy
1,492
+16
+1% +$2.97K 0.06% 125
2025
Q1
$309K Hold
1,476
0.06% 119
2024
Q4
$262K Hold
1,476
0.07% 91
2024
Q3
$291K Hold
1,476
0.07% 84
2024
Q2
$253K Hold
1,476
0.07% 85
2024
Q1
$269K Hold
1,476
0.07% 87
2023
Q4
$229K Hold
1,476
0.07% 87
2023
Q3
$220K Hold
1,476
0.07% 89
2023
Q2
$199K Sell
1,476
-100
-6% -$13.5K 0.06% 95
2023
Q1
$251K Hold
1,576
0.09% 79
2022
Q4
$255K Hold
1,576
0.09% 78
2022
Q3
$212K Sell
1,576
-31
-2% -$4.17K 0.08% 92
2022
Q2
$246K Sell
1,607
-134
-8% -$20.5K 0.09% 93
2022
Q1
$282K Buy
1,741
+1
+0.1% +$162 0.08% 95
2021
Q4
$236K Hold
1,740
0.06% 106
2021
Q3
$188K Buy
1,740
+1,001
+135% +$108K 0.05% 114
2021
Q2
$83K Buy
739
+158
+27% +$17.7K 0.02% 136
2021
Q1
$63K Buy
581
+431
+287% +$46.7K 0.02% 150
2020
Q4
$16K Buy
+150
New +$16K 0.01% 204
2019
Q4
Sell
-130
Closed -$10K 200
2019
Q3
$10K Hold
130
0.01% 183
2019
Q2
$9K Hold
130
0.01% 209
2019
Q1
$10K Buy
+130
New +$10K 0.01% 210