Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98.9K Hold
824
0.01% 232
2025
Q1
$121K Sell
824
-1,010
-55% -$149K 0.02% 217
2024
Q4
$298K Hold
1,834
0.03% 180
2024
Q3
$299K Hold
1,834
0.04% 185
2024
Q2
$250K Sell
1,834
-60
-3% -$8.19K 0.03% 227
2024
Q1
$290K Hold
1,894
0.04% 219
2023
Q4
$270K Sell
1,894
-65
-3% -$9.27K 0.04% 234
2023
Q3
$257K Hold
1,959
0.04% 236
2023
Q2
$312K Sell
1,959
-472
-19% -$75.1K 0.04% 237
2023
Q1
$385K Hold
2,431
0.06% 235
2022
Q4
$341K Hold
2,431
0.05% 239
2022
Q3
$312K Sell
2,431
-724
-23% -$92.9K 0.05% 257
2022
Q2
$445K Buy
3,155
+65
+2% +$9.17K 0.07% 242
2022
Q1
$430K Hold
3,090
0.05% 260
2021
Q4
$538K Hold
3,090
0.06% 239
2021
Q3
$512K Buy
3,090
+60
+2% +$9.94K 0.06% 238
2021
Q2
$545K Sell
3,030
-220
-7% -$39.6K 0.07% 237
2021
Q1
$627K Sell
3,250
-130
-4% -$25.1K 0.08% 229
2020
Q4
$682K Hold
3,380
0.09% 224
2020
Q3
$710K Sell
3,380
-160
-5% -$33.6K 0.11% 214
2020
Q2
$777K Hold
3,540
0.12% 202
2020
Q1
$613K Hold
3,540
0.11% 213
2019
Q4
$543K Hold
3,540
0.08% 246
2019
Q3
$537K Hold
3,540
0.08% 247
2019
Q2
$542K Hold
3,540
0.08% 245
2019
Q1
$568K Sell
3,540
-270
-7% -$43.3K 0.08% 236
2018
Q4
$587K Hold
3,810
0.1% 221
2018
Q3
$573K Sell
3,810
-75
-2% -$11.3K 0.08% 248
2018
Q2
$526K Sell
3,885
-660
-15% -$89.4K 0.08% 250
2018
Q1
$605K Hold
4,545
0.09% 230
2017
Q4
$676K Hold
4,545
0.1% 222
2017
Q3
$599K Sell
4,545
-400
-8% -$52.7K 0.1% 212
2017
Q2
$659K Sell
4,945
-130
-3% -$17.3K 0.12% 198
2017
Q1
$684K Sell
5,075
-180
-3% -$24.3K 0.13% 197
2016
Q4
$631K Hold
5,255
0.12% 191
2016
Q3
$657K Hold
5,255
0.13% 199
2016
Q2
$727K Hold
5,255
0.15% 183
2016
Q1
$663K Hold
5,255
0.14% 183
2015
Q4
$667K Buy
5,255
+15
+0.3% +$1.9K 0.15% 177
2015
Q3
$605K Hold
5,240
0.14% 182
2015
Q2
$545K Hold
5,240
0.11% 198
2015
Q1
$578K Hold
5,240
0.12% 198
2014
Q4
$546K Buy
+5,240
New +$546K 0.11% 195