Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Hold
7,287
0.01% 307
2025
Q1
$282K Sell
7,287
-100
-1% -$3.87K 0.01% 295
2024
Q4
$250K Buy
7,387
+100
+1% +$3.38K 0.01% 292
2024
Q3
$298K Hold
7,287
0.01% 266
2024
Q2
$281K Hold
7,287
0.01% 271
2024
Q1
$312K Sell
7,287
-187
-3% -$8.02K 0.01% 252
2023
Q4
$277K Hold
7,474
0.01% 243
2023
Q3
$271K Buy
7,474
+187
+3% +$6.78K 0.01% 197
2023
Q2
$260K Buy
7,287
+187
+3% +$6.67K 0.01% 199
2023
Q1
$253K Hold
7,100
0.01% 203
2022
Q4
$249K Hold
7,100
0.01% 201
2022
Q3
$209K Sell
7,100
-128
-2% -$3.77K 0.01% 218
2022
Q2
$393K Hold
7,228
0.02% 182
2022
Q1
$394K Hold
7,228
0.02% 194
2021
Q4
$398K Hold
7,228
0.01% 197
2021
Q3
$345K Hold
7,228
0.01% 204
2021
Q2
$360K Hold
7,228
0.01% 203
2021
Q1
$322K Sell
7,228
-1,589
-18% -$70.8K 0.01% 205
2020
Q4
$406K Hold
8,817
0.02% 180
2020
Q3
$415K Hold
8,817
0.02% 169
2020
Q2
$450K Hold
8,817
0.03% 158
2020
Q1
$418K Hold
8,817
0.03% 147
2019
Q4
$518K Hold
8,817
0.03% 157
2019
Q3
$470K Hold
8,817
0.03% 161
2019
Q2
$441K Buy
8,817
+3,642
+70% +$182K 0.03% 168
2019
Q1
$270K Buy
+5,175
New +$270K 0.02% 188