Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$624K Hold
6,804
0.01% 345
2025
Q1
$625K Hold
6,804
0.01% 329
2024
Q4
$576K Hold
6,804
0.01% 335
2024
Q3
$538K Hold
6,804
0.01% 348
2024
Q2
$509K Hold
6,804
0.01% 345
2024
Q1
$533K Hold
6,804
0.01% 339
2023
Q4
$473K Hold
6,804
0.01% 349
2023
Q3
$431K Hold
6,804
0.01% 337
2023
Q2
$404K Buy
6,804
+553
+9% +$32.8K 0.01% 348
2023
Q1
$363K Hold
6,251
0.01% 362
2022
Q4
$365K Buy
6,251
+37
+0.6% +$2.16K 0.01% 343
2022
Q3
$310K Hold
6,214
0.01% 345
2022
Q2
$368K Buy
6,214
+3
+0% +$178 0.01% 327
2022
Q1
$403K Buy
6,211
+206
+3% +$13.4K 0.01% 331
2021
Q4
$347K Hold
6,005
0.01% 340
2021
Q3
$324K Hold
6,005
0.01% 333
2021
Q2
$328K Hold
6,005
0.01% 341
2021
Q1
$308K Sell
6,005
-95
-2% -$4.87K 0.01% 332
2020
Q4
$275K Hold
6,100
0.01% 301
2020
Q3
$212K Hold
6,100
0.01% 319
2020
Q2
$209K Hold
6,100
0.01% 313
2020
Q1
$212K Sell
6,100
-1,255
-17% -$43.6K 0.01% 298
2019
Q4
$386K Hold
7,355
0.02% 267
2019
Q3
$379K Hold
7,355
0.02% 263
2019
Q2
$402K Sell
7,355
-650
-8% -$35.5K 0.03% 253
2019
Q1
$384K Hold
8,005
0.02% 258
2018
Q4
$364K Buy
8,005
+1,355
+20% +$61.6K 0.03% 253
2018
Q3
$334K Hold
6,650
0.02% 272
2018
Q2
$321K Sell
6,650
-250
-4% -$12.1K 0.02% 256
2018
Q1
$343K Hold
6,900
0.02% 268
2017
Q4
$345K Hold
6,900
0.02% 271
2017
Q3
$330K Hold
6,900
0.02% 270
2017
Q2
$323K Hold
6,900
0.03% 257
2017
Q1
$323K Hold
6,900
0.03% 256
2016
Q4
$323K Buy
+6,900
New +$323K 0.03% 256
2015
Q4
$265K Buy
+6,900
New +$265K 0.03% 216
2014
Q4
$303K Buy
+7,200
New +$303K 0.03% 193
2013
Q4
$347K Buy
+7,200
New +$347K 0.04% 169