Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Buy
20,910
+2,120
+11% +$20.6K 0.04% 163
2025
Q1
$188K Hold
18,790
0.04% 157
2024
Q4
$167K Buy
18,790
+2,850
+18% +$25.3K 0.04% 162
2024
Q3
$186K Hold
15,940
0.04% 161
2024
Q2
$178K Hold
15,940
0.04% 161
2024
Q1
$194K Buy
15,940
+1,800
+13% +$21.9K 0.05% 160
2023
Q4
$224K Buy
14,140
+545
+4% +$8.64K 0.06% 142
2023
Q3
$182K Hold
13,595
0.05% 146
2023
Q2
$182K Hold
13,595
0.05% 146
2023
Q1
$215K Hold
13,595
0.06% 135
2022
Q4
$231K Sell
13,595
-1,185
-8% -$20.1K 0.07% 133
2022
Q3
$197K Hold
14,780
0.07% 123
2022
Q2
$216K Hold
14,780
0.07% 127
2022
Q1
$295K Hold
14,780
0.08% 108
2021
Q4
$207K Buy
14,780
+745
+5% +$10.4K 0.06% 132
2021
Q3
$196K Hold
14,035
0.06% 129
2021
Q2
$320K Hold
14,035
0.09% 112
2021
Q1
$244K Sell
14,035
-976
-7% -$17K 0.07% 128
2020
Q4
$252K Hold
15,011
0.08% 120
2020
Q3
$159K Hold
15,011
0.05% 125
2020
Q2
$155K Sell
15,011
-208
-1% -$2.15K 0.05% 124
2020
Q1
$126K Sell
15,219
-270
-2% -$2.24K 0.05% 114
2019
Q4
$204K Buy
15,489
+750
+5% +$9.88K 0.07% 139
2019
Q3
$169K Hold
14,739
0.06% 138
2019
Q2
$198K Buy
14,739
+950
+7% +$12.8K 0.07% 137
2019
Q1
$180K Sell
13,789
-270
-2% -$3.53K 0.07% 132
2018
Q4
$185K Sell
14,059
-2,344
-14% -$30.8K 0.08% 121
2018
Q3
$243K Sell
16,403
-4,421
-21% -$65.5K 0.1% 118
2018
Q2
$267K Sell
20,824
-1,235
-6% -$15.8K 0.12% 103
2018
Q1
$281K Hold
22,059
0.12% 99
2017
Q4
$270K Buy
+22,059
New +$270K 0.12% 104