Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59K Buy
200
+50
+33% +$14.7K 0.03% 196
2025
Q1
$37.3K Hold
150
0.02% 237
2024
Q4
$33K Hold
150
0.02% 244
2024
Q3
$33.2K Hold
150
0.02% 244
2024
Q2
$25.9K Hold
150
0.01% 250
2024
Q1
$28.6K Hold
150
0.02% 244
2023
Q4
$24.5K Hold
150
0.02% 248
2023
Q3
$21K Hold
150
0.01% 241
2023
Q2
$20.1K Hold
150
0.01% 253
2023
Q1
$19.7K Hold
150
0.01% 253
2022
Q4
$21.1K Hold
150
0.02% 241
2022
Q3
$18K Hold
150
0.01% 244
2022
Q2
$21K Buy
+150
New +$21K 0.02% 254
2020
Q2
Sell
-820
Closed -$87K 383
2020
Q1
$87K Buy
820
+62
+8% +$6.58K 0.07% 155
2019
Q4
$97K Hold
758
0.07% 160
2019
Q3
$106K Hold
758
0.08% 153
2019
Q2
$100K Sell
758
-105
-12% -$13.9K 0.08% 140
2019
Q1
$116K Sell
863
-105
-11% -$14.1K 0.09% 133
2018
Q4
$105K Sell
968
-52
-5% -$5.64K 0.09% 128
2018
Q3
$147K Sell
1,020
-157
-13% -$22.6K 0.11% 119
2018
Q2
$158K Sell
1,177
-887
-43% -$119K 0.13% 114
2018
Q1
$303K Buy
+2,064
New +$303K 0.27% 77