Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.8K Hold
15,405
0.01% 233
2025
Q1
$81.2K Hold
15,405
0.01% 229
2024
Q4
$68.2K Hold
15,405
0.01% 227
2024
Q3
$67.3K Hold
15,405
0.01% 226
2024
Q2
$58.2K Hold
15,405
0.01% 219
2024
Q1
$54.5K Hold
15,405
0.01% 220
2023
Q4
$52.7K Sell
15,405
-95
-0.6% -$325 0.01% 204
2023
Q3
$58K Hold
15,500
0.01% 168
2023
Q2
$64.5K Hold
15,500
0.01% 173
2023
Q1
$76.1K Hold
15,500
0.02% 172
2022
Q4
$71.9K Hold
15,500
0.02% 172
2022
Q3
$66K Sell
15,500
-8
-0.1% -$34 0.01% 166
2022
Q2
$71K Hold
15,508
0.01% 173
2022
Q1
$85K Sell
15,508
-170
-1% -$932 0.01% 185
2021
Q4
$98K Hold
15,678
0.02% 199
2021
Q3
$85K Hold
15,678
0.01% 193
2021
Q2
$83K Hold
15,678
0.01% 187
2021
Q1
$62K Sell
15,678
-575
-4% -$2.27K 0.01% 176
2020
Q4
$64K Sell
16,253
-1,000
-6% -$3.94K 0.01% 199
2020
Q3
$73K Hold
17,253
0.02% 174
2020
Q2
$76K Hold
17,253
0.02% 167
2020
Q1
$53K Buy
17,253
+800
+5% +$2.46K 0.02% 174
2019
Q4
$61K Buy
+16,453
New +$61K 0.01% 178
2019
Q3
Sell
-15,405
Closed -$77K 158
2019
Q2
$77K Sell
15,405
-1,108
-7% -$5.54K 0.02% 153
2019
Q1
$94K Sell
16,513
-15,555
-49% -$88.5K 0.03% 166
2018
Q4
$187K Sell
32,068
-550
-2% -$3.21K 0.06% 151
2018
Q3
$182K Hold
32,618
0.06% 150
2018
Q2
$176K Hold
32,618
0.06% 163
2018
Q1
$178K Buy
32,618
+789
+2% +$4.31K 0.06% 159
2017
Q4
$148K Hold
31,829
0.05% 162
2017
Q3
$190K Hold
31,829
0.08% 155
2017
Q2
$196K Hold
31,829
0.1% 133
2017
Q1
$173K Sell
31,829
-120
-0.4% -$652 0.09% 145
2016
Q4
$154K Buy
+31,949
New +$154K 0.08% 141