Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Hold
2,350
0.03% 224
2025
Q1
$311K Hold
2,350
0.04% 219
2024
Q4
$199K Hold
2,350
0.03% 234
2024
Q3
$249K Hold
2,350
0.03% 224
2024
Q2
$169K Sell
2,350
-20
-0.8% -$1.44K 0.03% 237
2024
Q1
$171K Hold
2,370
0.03% 242
2023
Q4
$184K Hold
2,370
0.03% 237
2023
Q3
$206K Hold
2,370
0.04% 224
2023
Q2
$198K Sell
2,370
-839
-26% -$69.9K 0.03% 234
2023
Q1
$328K Hold
3,209
0.06% 196
2022
Q4
$283K Sell
3,209
-280
-8% -$24.7K 0.05% 202
2022
Q3
$279K Buy
3,489
+1,239
+55% +$99.1K 0.06% 196
2022
Q2
$256K Sell
2,250
-59
-3% -$6.71K 0.05% 200
2022
Q1
$251K Hold
2,309
0.04% 211
2021
Q4
$243K Buy
2,309
+1,500
+185% +$158K 0.04% 208
2021
Q3
$120K Hold
809
0.02% 247
2021
Q2
$183K Buy
809
+750
+1,271% +$170K 0.03% 207
2021
Q1
$13K Sell
59
-300
-84% -$66.1K ﹤0.01% 413
2020
Q4
$84K Buy
359
+300
+508% +$70.2K 0.02% 236
2020
Q3
$17K Hold
59
﹤0.01% 347
2020
Q2
$13K Hold
59
﹤0.01% 359
2020
Q1
$11K Hold
59
﹤0.01% 357
2019
Q4
$13K Hold
59
﹤0.01% 359
2019
Q3
$10K Hold
59
﹤0.01% 387
2019
Q2
$10K Hold
59
﹤0.01% 380
2019
Q1
$11K Hold
59
﹤0.01% 365
2018
Q4
$8K Hold
59
﹤0.01% 376
2018
Q3
$10K Hold
59
﹤0.01% 381
2018
Q2
$11K Hold
59
﹤0.01% 378
2018
Q1
$11K Hold
59
﹤0.01% 389
2017
Q4
$10K Hold
59
﹤0.01% 398
2017
Q3
$10K Buy
+59
New +$10K ﹤0.01% 391
2016
Q3
Sell
-29
Closed -$2K 543
2016
Q2
$2K Hold
29
﹤0.01% 516
2016
Q1
$2K Hold
29
﹤0.01% 433
2015
Q4
$2K Buy
+29
New +$2K ﹤0.01% 436