Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Hold
1,296
0.01% 314
2025
Q1
$114K Hold
1,296
0.02% 302
2024
Q4
$120K Sell
1,296
-123
-9% -$11.4K 0.02% 278
2024
Q3
$132K Buy
1,419
+123
+9% +$11.4K 0.02% 267
2024
Q2
$97.2K Hold
1,296
0.02% 281
2024
Q1
$112K Hold
1,296
0.02% 280
2023
Q4
$89.6K Buy
+1,296
New +$89.6K 0.02% 290
2023
Q3
Sell
-1,296
Closed -$72.2K 748
2023
Q2
$72.2K Hold
1,296
0.01% 324
2023
Q1
$65.9K Hold
1,296
0.01% 341
2022
Q4
$52K Buy
+1,296
New +$52K 0.01% 362
2018
Q1
Sell
-4,640
Closed -$167K 229
2017
Q4
$167K Hold
4,640
0.07% 174
2017
Q3
$176K Sell
4,640
-270
-5% -$10.2K 0.09% 168
2017
Q2
$174K Buy
4,910
+2,010
+69% +$71.2K 0.11% 142
2017
Q1
$102K Buy
2,900
+840
+41% +$29.5K 0.08% 163
2016
Q4
$71K Buy
+2,060
New +$71K 0.05% 173