Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Hold
3,566
0.03% 189
2025
Q1
$121K Hold
3,566
0.03% 179
2024
Q4
$105K Hold
3,566
0.03% 184
2024
Q3
$112K Hold
3,566
0.03% 190
2024
Q2
$129K Hold
3,566
0.03% 171
2024
Q1
$135K Sell
3,566
-275
-7% -$10.4K 0.04% 169
2023
Q4
$137K Hold
3,841
0.04% 166
2023
Q3
$149K Buy
3,841
+2,103
+121% +$81.6K 0.05% 161
2023
Q2
$62K Hold
1,738
0.02% 212
2023
Q1
$66K Hold
1,738
0.02% 216
2022
Q4
$60K Sell
1,738
-150
-8% -$5.18K 0.02% 215
2022
Q3
$54K Buy
1,888
+150
+9% +$4.29K 0.02% 217
2022
Q2
$50K Hold
1,738
0.01% 230
2022
Q1
$51K Buy
1,738
+1,325
+321% +$38.9K 0.01% 223
2021
Q4
$11K Hold
413
﹤0.01% 329
2021
Q3
$11K Hold
413
﹤0.01% 323
2021
Q2
$11K Hold
413
﹤0.01% 327
2021
Q1
$10K Hold
413
﹤0.01% 287
2020
Q4
$8K Hold
413
﹤0.01% 296
2020
Q3
$7K Hold
413
﹤0.01% 295
2020
Q2
$10K Hold
413
﹤0.01% 265
2020
Q1
$10K Hold
413
0.01% 246
2019
Q4
$16K Hold
413
0.01% 236
2019
Q3
$16K Sell
413
-210
-34% -$8.14K 0.01% 228
2019
Q2
$25K Hold
623
0.01% 184
2019
Q1
$27K Sell
623
-9
-1% -$390 0.02% 179
2018
Q4
$24K Sell
632
-10
-2% -$380 0.02% 174
2018
Q3
$28K Sell
642
-9
-1% -$393 0.02% 170
2018
Q2
$28K Sell
651
-9
-1% -$387 0.02% 159
2018
Q1
$25K Sell
660
-10
-1% -$379 0.02% 163
2017
Q4
$26K Sell
670
-10
-1% -$388 0.02% 171
2017
Q3
$24K Sell
680
-11
-2% -$388 0.02% 170
2017
Q2
$21K Sell
691
-127
-16% -$3.86K 0.02% 168
2017
Q1
$25K Sell
818
-14
-2% -$428 0.02% 156
2016
Q4
$27K Sell
832
-15
-2% -$487 0.02% 143
2016
Q3
$25K Hold
847
0.02% 163
2016
Q2
$25K Hold
847
0.02% 118
2016
Q1
$22K Hold
847
0.02% 117
2015
Q4
$22K Buy
+847
New +$22K 0.02% 119