Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$137K Hold
6,002
0.02% 52
2025
Q1
$132K Hold
6,002
0.02% 54
2024
Q4
$120K Sell
6,002
-83
-1% -$1.66K 0.01% 81
2024
Q3
$138K Hold
6,085
0.02% 74
2024
Q2
$188K Buy
6,085
+3,251
+115% +$100K 0.02% 60
2024
Q1
$126K Hold
2,834
0.02% 75
2023
Q4
$142K Hold
2,834
0.02% 72
2023
Q3
$101K Sell
2,834
-50
-2% -$1.78K 0.02% 79
2023
Q2
$96K Buy
2,884
+1
+0% +$33 0.01% 83
2023
Q1
$94K Buy
2,883
+1
+0% +$33 0.02% 69
2022
Q4
$76K Sell
2,882
-19
-0.7% -$501 0.01% 85
2022
Q3
$75K Buy
2,901
+601
+26% +$15.5K 0.01% 87
2022
Q2
$84K Hold
2,300
0.01% 81
2022
Q1
$111K Sell
2,300
-175
-7% -$8.45K 0.02% 79
2021
Q4
$130K Hold
2,475
0.02% 66
2021
Q3
$133K Buy
2,475
+20
+0.8% +$1.08K 0.02% 63
2021
Q2
$138K Buy
2,455
+381
+18% +$21.4K 0.02% 62
2021
Q1
$133K Hold
2,074
0.02% 54
2020
Q4
$103K Hold
2,074
0.02% 65
2020
Q3
$108K Hold
2,074
0.02% 59
2020
Q2
$122K Hold
2,074
0.03% 46
2020
Q1
$108K Hold
2,074
0.03% 46
2019
Q4
$124K Hold
2,074
0.02% 58
2019
Q3
$105K Hold
2,074
0.02% 59
2019
Q2
$99K Hold
2,074
0.02% 68
2019
Q1
$111K Hold
2,074
0.02% 54
2018
Q4
$97K Hold
2,074
0.02% 58
2018
Q3
$96K Hold
2,074
0.02% 67
2018
Q2
$103K Hold
2,074
0.02% 55
2018
Q1
$101K Hold
2,074
0.02% 56
2017
Q4
$96K Hold
2,074
0.02% 61
2017
Q3
$79K Hold
2,074
0.02% 71
2017
Q2
$69K Hold
2,074
0.02% 78
2017
Q1
$75K Hold
2,074
0.02% 72
2016
Q4
$75K Hold
2,074
0.03% 73
2016
Q3
$78K Hold
2,074
0.03% 74
2016
Q2
$68K Hold
2,074
0.02% 77
2016
Q1
$67K Hold
2,074
0.03% 66
2015
Q4
$71K Hold
2,074
0.03% 64
2015
Q3
$63K Sell
2,074
-1,117
-35% -$33.9K 0.03% 66
2015
Q2
$97K Hold
3,191
0.04% 64
2015
Q1
$98K Sell
3,191
-200
-6% -$6.14K 0.04% 61
2014
Q4
$123K Hold
3,391
0.05% 52
2014
Q3
$118K Hold
3,391
0.05% 50
2014
Q2
$105K Buy
3,391
+200
+6% +$6.19K 0.06% 53
2014
Q1
$85K Hold
3,191
0.04% 68
2013
Q4
$83K Buy
+3,191
New +$83K 0.04% 67