Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Hold
1,105
0.06% 64
2025
Q1
$344K Hold
1,105
0.07% 55
2024
Q4
$288K Sell
1,105
-139
-11% -$36.2K 0.06% 66
2024
Q3
$401K Hold
1,244
0.08% 51
2024
Q2
$389K Hold
1,244
0.08% 48
2024
Q1
$354K Hold
1,244
0.07% 54
2023
Q4
$358K Buy
1,244
+1
+0.1% +$288 0.08% 50
2023
Q3
$334K Hold
1,243
0.08% 53
2023
Q2
$276K Hold
1,243
0.07% 62
2023
Q1
$300K Hold
1,243
0.08% 55
2022
Q4
$326K Sell
1,243
-266
-18% -$69.9K 0.09% 52
2022
Q3
$372K Hold
1,509
0.13% 46
2022
Q2
$367K Hold
1,509
0.13% 46
2022
Q1
$365K Hold
1,509
0.11% 57
2021
Q4
$339K Sell
1,509
-235
-13% -$52.8K 0.1% 60
2021
Q3
$371K Hold
1,744
0.13% 54
2021
Q2
$425K Hold
1,744
0.15% 51
2021
Q1
$434K Sell
1,744
-50
-3% -$12.4K 0.17% 44
2020
Q4
$412K Hold
1,794
0.18% 43
2020
Q3
$456K Hold
1,794
0.24% 34
2020
Q2
$423K Hold
1,794
0.24% 35
2020
Q1
$364K Hold
1,794
0.25% 36
2019
Q4
$432K Buy
1,794
+21
+1% +$5.06K 0.24% 38
2019
Q3
$343K Hold
1,773
0.21% 41
2019
Q2
$327K Hold
1,773
0.21% 42
2019
Q1
$337K Hold
1,773
0.23% 44
2018
Q4
$345K Buy
+1,773
New +$345K 0.28% 40