Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$124K Hold
12,811
0.03% 44
2024
Q4
$121K Hold
12,811
0.03% 44
2024
Q3
$145K Hold
12,811
0.03% 42
2024
Q2
$122K Hold
12,811
0.03% 41
2024
Q1
$122K Hold
12,811
0.03% 41
2023
Q4
$123K Hold
12,811
0.04% 38
2023
Q3
$117K Hold
12,811
0.04% 37
2023
Q2
$128K Hold
12,811
0.04% 78
2023
Q1
$146K Hold
12,811
0.05% 75
2022
Q4
$153K Hold
12,811
0.06% 78
2022
Q3
$137K Hold
12,811
0.05% 74
2022
Q2
$159K Hold
12,811
0.06% 77
2022
Q1
$145K Hold
12,811
0.05% 86
2021
Q4
$154K Hold
12,811
0.04% 90
2021
Q3
$148K Hold
12,811
0.05% 82
2021
Q2
$147K Hold
12,811
0.04% 80
2021
Q1
$150K Sell
12,811
-6,803
-35% -$79.5K 0.05% 79
2020
Q4
$231K Hold
19,614
0.1% 60
2020
Q3
$217K Hold
19,614
0.11% 57
2020
Q2
$200K Hold
19,614
0.11% 59
2020
Q1
$159K Hold
19,614
0.12% 56
2019
Q4
$213K Hold
19,614
0.15% 65
2019
Q3
$191K Hold
19,614
0.14% 64
2019
Q2
$225K Buy
+19,614
New +$225K 0.17% 54