Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$781K Buy
3,504
+100
+3% +$22.3K 0.02% 211
2025
Q1
$700K Hold
3,404
0.02% 208
2024
Q4
$622K Hold
3,404
0.02% 206
2024
Q3
$701K Hold
3,404
0.02% 191
2024
Q2
$596K Hold
3,404
0.02% 208
2024
Q1
$585K Sell
3,404
-16
-0.5% -$2.75K 0.02% 204
2023
Q4
$515K Hold
3,420
0.02% 189
2023
Q3
$411K Hold
3,420
0.02% 164
2023
Q2
$425K Hold
3,420
0.02% 169
2023
Q1
$396K Hold
3,420
0.02% 168
2022
Q4
$386K Hold
3,420
0.02% 174
2022
Q3
$332K Sell
3,420
-316
-8% -$30.7K 0.02% 189
2022
Q2
$349K Hold
3,736
0.02% 190
2022
Q1
$397K Hold
3,736
0.02% 193
2021
Q4
$414K Hold
3,736
0.02% 196
2021
Q3
$356K Buy
3,736
+480
+15% +$45.7K 0.01% 203
2021
Q2
$311K Hold
3,256
0.01% 210
2021
Q1
$278K Hold
3,256
0.01% 212
2020
Q4
$288K Hold
3,256
0.01% 205
2020
Q3
$271K Hold
3,256
0.01% 199
2020
Q2
$217K Buy
+3,256
New +$217K 0.01% 213
2020
Q1
Sell
-3,256
Closed -$219K 202
2019
Q4
$219K Hold
3,256
0.01% 205
2019
Q3
$218K Buy
+3,256
New +$218K 0.01% 204