Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Hold
1,567
0.04% 92
2025
Q1
$99.5K Hold
1,567
0.04% 95
2024
Q4
$119K Hold
1,567
0.04% 84
2024
Q3
$139K Hold
1,567
0.04% 114
2024
Q2
$118K Hold
1,567
0.04% 119
2024
Q1
$147K Hold
1,567
0.05% 120
2023
Q4
$170K Buy
1,567
+31
+2% +$3.37K 0.06% 110
2023
Q3
$147K Hold
1,536
0.06% 119
2023
Q2
$170K Sell
1,536
-21
-1% -$2.32K 0.07% 111
2023
Q1
$191K Buy
1,557
+141
+10% +$17.3K 0.08% 102
2022
Q4
$166K Hold
1,416
0.08% 96
2022
Q3
$118K Hold
1,416
0.06% 118
2022
Q2
$145K Hold
1,416
0.07% 119
2022
Q1
$191K Hold
1,416
0.08% 117
2021
Q4
$236K Buy
1,416
+36
+3% +$6K 0.1% 113
2021
Q3
$200K Hold
1,380
0.09% 106
2021
Q2
$213K Buy
1,380
+405
+42% +$62.5K 0.1% 106
2021
Q1
$130K Buy
975
+827
+559% +$110K 0.06% 114
2020
Q4
$21K Buy
+148
New +$21K 0.01% 170
2019
Q3
Sell
-177
Closed -$15K 165
2019
Q2
$15K Hold
177
0.01% 140
2019
Q1
$15K Hold
177
0.01% 135
2018
Q4
$13K Hold
177
0.01% 126
2018
Q3
$15K Hold
177
0.01% 120
2018
Q2
$14K Buy
+177
New +$14K 0.01% 117