Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Hold
2,332
0.03% 234
2025
Q1
$231K Hold
2,332
0.05% 213
2024
Q4
$234K Hold
2,332
0.04% 214
2024
Q3
$213K Hold
2,332
0.04% 226
2024
Q2
$190K Hold
2,332
0.04% 227
2024
Q1
$187K Sell
2,332
-133
-5% -$10.7K 0.04% 224
2023
Q4
$173K Hold
2,465
0.04% 228
2023
Q3
$156K Buy
+2,465
New +$156K 0.04% 229
2020
Q3
Sell
-200
Closed -$7K 513
2020
Q2
$7K Sell
200
-147
-42% -$5.15K ﹤0.01% 454
2020
Q1
$8K Hold
347
﹤0.01% 456
2019
Q4
$26K Buy
+347
New +$26K 0.01% 408
2019
Q3
Sell
-347
Closed -$24K 420
2019
Q2
$24K Hold
347
0.01% 434
2019
Q1
$24K Hold
347
0.01% 440
2018
Q4
$19K Hold
347
0.01% 447
2018
Q3
$24K Hold
347
0.01% 452
2018
Q2
$24K Hold
347
0.01% 452
2018
Q1
$20K Hold
347
0.01% 468
2017
Q4
$19K Hold
347
﹤0.01% 468
2017
Q3
$19K Sell
347
-1
-0.3% -$55 0.01% 465
2017
Q2
$18K Buy
348
+148
+74% +$7.66K 0.01% 470
2017
Q1
$11K Hold
200
﹤0.01% 526
2016
Q4
$11K Buy
+200
New +$11K ﹤0.01% 524