Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Hold
1,735
0.07% 166
2025
Q1
$139K Hold
1,735
0.07% 166
2024
Q4
$142K Hold
1,735
0.07% 168
2024
Q3
$143K Hold
1,735
0.07% 175
2024
Q2
$122K Hold
1,735
0.06% 187
2024
Q1
$129K Buy
1,735
+147
+9% +$10.9K 0.06% 183
2023
Q4
$105K Sell
1,588
-1,797
-53% -$119K 0.06% 186
2023
Q3
$213K Sell
3,385
-823
-20% -$51.8K 0.13% 148
2023
Q2
$238K Buy
4,208
+1,427
+51% +$80.7K 0.14% 139
2023
Q1
$161K Hold
2,781
0.1% 152
2022
Q4
$201K Hold
2,781
0.13% 139
2022
Q3
$169K Hold
2,781
0.11% 143
2022
Q2
$175K Hold
2,781
0.11% 146
2022
Q1
$195K Hold
2,781
0.11% 154
2021
Q4
$174K Hold
2,781
0.1% 154
2021
Q3
$172K Sell
2,781
-26
-0.9% -$1.61K 0.1% 157
2021
Q2
$168K Hold
2,807
0.11% 157
2021
Q1
$171K Buy
2,807
+26
+0.9% +$1.58K 0.12% 154
2020
Q4
$131K Sell
2,781
-600
-18% -$28.3K 0.1% 157
2020
Q3
$126K Sell
3,381
-262
-7% -$9.76K 0.11% 149
2020
Q2
$133K Hold
3,643
0.12% 153
2020
Q1
$111K Sell
3,643
-12
-0.3% -$366 0.12% 155
2019
Q4
$186K Sell
3,655
-209
-5% -$10.6K 0.16% 144
2019
Q3
$182K Sell
3,864
-458
-11% -$21.6K 0.17% 138
2019
Q2
$215K Buy
4,322
+67
+2% +$3.33K 0.18% 116
2019
Q1
$181K Hold
4,255
0.09% 114
2018
Q4
$175K Sell
4,255
-88
-2% -$3.62K 0.11% 110
2018
Q3
$203K Sell
4,343
-1,164
-21% -$54.4K 0.12% 107
2018
Q2
$240K Sell
5,507
-837
-13% -$36.5K 0.14% 96
2018
Q1
$291K Sell
6,344
-351
-5% -$16.1K 0.17% 92
2017
Q4
$338K Buy
+6,695
New +$338K 0.2% 80