Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.6K Sell
195
-1,051
-84% -$83.8K ﹤0.01% 442
2025
Q1
$100K Sell
1,246
-2,886
-70% -$232K 0.01% 254
2024
Q4
$395K Sell
4,132
-1,623
-28% -$155K 0.03% 156
2024
Q3
$581K Hold
5,755
0.04% 130
2024
Q2
$518K Sell
5,755
-873
-13% -$78.6K 0.04% 131
2024
Q1
$720K Hold
6,628
0.05% 120
2023
Q4
$784K Hold
6,628
0.06% 108
2023
Q3
$706K Hold
6,628
0.06% 107
2023
Q2
$596K Hold
6,628
0.05% 127
2023
Q1
$519K Hold
6,628
0.06% 115
2022
Q4
$559K Hold
6,628
0.07% 111
2022
Q3
$532K Hold
6,628
0.07% 106
2022
Q2
$605K Hold
6,628
0.07% 103
2022
Q1
$791K Hold
6,628
0.08% 100
2021
Q4
$776K Hold
6,628
0.08% 102
2021
Q3
$693K Hold
6,628
0.07% 101
2021
Q2
$773K Buy
6,628
+195
+3% +$22.7K 0.08% 99
2021
Q1
$656K Hold
6,433
0.08% 103
2020
Q4
$675K Hold
6,433
0.08% 96
2020
Q3
$711K Hold
6,433
0.11% 80
2020
Q2
$689K Buy
6,433
+354
+6% +$37.9K 0.1% 78
2020
Q1
$556K Hold
6,079
0.1% 73
2019
Q4
$525K Hold
6,079
0.08% 87
2019
Q3
$555K Hold
6,079
0.09% 82
2019
Q2
$487K Hold
6,079
0.08% 89
2019
Q1
$436K Hold
6,079
0.08% 89
2018
Q4
$371K Hold
6,079
0.07% 131
2018
Q3
$422K Hold
6,079
0.07% 127
2018
Q2
$445K Hold
6,079
0.08% 117
2018
Q1
$431K Hold
6,079
0.08% 113
2017
Q4
$395K Sell
6,079
-300
-5% -$19.5K 0.07% 118
2017
Q3
$311K Hold
6,379
0.06% 130
2017
Q2
$318K Buy
+6,379
New +$318K 0.08% 96
2015
Q1
Sell
-3,325
Closed -$209K 145
2014
Q4
$209K Buy
+3,325
New +$209K 0.06% 133
2014
Q3
Sell
-3,325
Closed -$203K 104
2014
Q2
$203K Buy
+3,325
New +$203K 0.08% 94