Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$191K Hold
850
0.02% 44
2025
Q1
$143K Hold
850
0.02% 52
2024
Q4
$168K Hold
850
0.02% 64
2024
Q3
$146K Hold
850
0.02% 72
2024
Q2
$146K Hold
850
0.02% 69
2024
Q1
$120K Hold
850
0.02% 79
2023
Q4
$88K Hold
850
0.01% 99
2023
Q3
$74K Hold
850
0.01% 107
2023
Q2
$86K Hold
850
0.01% 90
2023
Q1
$79K Hold
850
0.01% 84
2022
Q4
$63K Hold
850
0.01% 98
2022
Q3
$58K Hold
850
0.01% 102
2022
Q2
$65K Hold
850
0.01% 100
2022
Q1
$87K Hold
850
0.01% 95
2021
Q4
$100K Buy
850
+20
+2% +$2.35K 0.02% 81
2021
Q3
$93K Hold
830
0.01% 80
2021
Q2
$98K Hold
830
0.02% 79
2021
Q1
$98K Hold
830
0.02% 71
2020
Q4
$91K Hold
830
0.02% 74
2020
Q3
$69K Hold
830
0.01% 78
2020
Q2
$47K Hold
830
0.01% 89
2020
Q1
$39K Hold
830
0.01% 93
2019
Q4
$48K Hold
830
0.01% 100
2019
Q3
$39K Hold
830
0.01% 99
2019
Q2
$33K Hold
830
0.01% 107
2019
Q1
$34K Hold
830
0.01% 116
2018
Q4
$31K Hold
830
0.01% 116
2018
Q3
$37K Hold
830
0.01% 113
2018
Q2
$30K Hold
830
0.01% 116
2018
Q1
$35K Hold
830
0.01% 98
2017
Q4
$33K Hold
830
0.01% 104
2017
Q3
$31K Hold
830
0.01% 109
2017
Q2
$29K Hold
830
0.01% 116
2017
Q1
$27K Hold
830
0.01% 113
2016
Q4
$24K Hold
830
0.01% 114
2016
Q3
$25K Hold
830
0.01% 114
2016
Q2
$22K Hold
830
0.01% 118
2016
Q1
$22K Hold
830
0.01% 107
2015
Q4
$19K Hold
830
0.01% 112
2015
Q3
$17K Sell
830
-1,911
-70% -$39.1K 0.01% 112
2015
Q2
$62K Hold
2,741
0.02% 92
2015
Q1
$64K Hold
2,741
0.03% 94
2014
Q4
$61K Buy
2,741
+175
+7% +$3.9K 0.03% 92
2014
Q3
$52K Hold
2,566
0.02% 102
2014
Q2
$56K Hold
2,566
0.03% 96
2014
Q1
$52K Sell
2,566
-253
-9% -$5.13K 0.02% 99
2013
Q4
$49K Buy
+2,819
New +$49K 0.03% 96