Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Hold
10,000
0.03% 178
2025
Q1
$242K Hold
10,000
0.04% 168
2024
Q4
$338K Hold
10,000
0.05% 145
2024
Q3
$480K Hold
10,000
0.08% 115
2024
Q2
$472K Hold
10,000
0.09% 112
2024
Q1
$588K Hold
10,000
0.11% 99
2023
Q4
$540K Hold
10,000
0.1% 99
2023
Q3
$500K Hold
10,000
0.11% 94
2023
Q2
$514K Hold
10,000
0.11% 85
2023
Q1
$555K Hold
10,000
0.13% 81
2022
Q4
$529K Hold
10,000
0.13% 84
2022
Q3
$429K Hold
10,000
0.12% 89
2022
Q2
$463K Hold
10,000
0.11% 89
2022
Q1
$523K Hold
10,000
0.11% 93
2021
Q4
$575K Hold
10,000
0.11% 93
2021
Q3
$483K Hold
10,000
0.1% 97
2021
Q2
$463K Hold
10,000
0.09% 101
2021
Q1
$380K Hold
10,000
0.08% 112
2020
Q4
$246K Hold
10,000
0.06% 136
2020
Q3
$124K Hold
10,000
0.03% 144
2020
Q2
$115K Hold
10,000
0.03% 147
2020
Q1
$117K Hold
10,000
0.04% 131
2019
Q4
$173K Hold
10,000
0.05% 158
2019
Q3
$187K Hold
10,000
0.05% 155
2019
Q2
$219K Hold
10,000
0.07% 152
2019
Q1
$231K Hold
10,000
0.07% 146
2018
Q4
$201K Hold
10,000
0.08% 153
2018
Q3
$257K Hold
10,000
0.08% 154
2018
Q2
$287K Hold
10,000
0.09% 140
2018
Q1
$304K Hold
10,000
0.1% 132
2017
Q4
$356K Hold
10,000
0.12% 111
2017
Q3
$343K Hold
10,000
0.13% 107
2017
Q2
$303K Hold
10,000
0.12% 104
2017
Q1
$329K Hold
10,000
0.14% 90
2016
Q4
$256K Buy
+10,000
New +$256K 0.12% 103