Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$608K Sell
2,958
-90
-3% -$18.5K 0.01% 263
2024
Q4
$557K Hold
3,048
0.01% 268
2024
Q3
$628K Sell
3,048
-1,072
-26% -$221K 0.01% 267
2024
Q2
$721K Buy
4,120
+88
+2% +$15.4K 0.01% 236
2024
Q1
$693K Sell
4,032
-4
-0.1% -$687 0.01% 246
2023
Q4
$608K Hold
4,036
0.01% 254
2023
Q3
$485K Hold
4,036
0.01% 266
2023
Q2
$502K Hold
4,036
0.01% 259
2023
Q1
$467K Sell
4,036
-16
-0.4% -$1.85K 0.01% 258
2022
Q4
$457K Hold
4,052
0.01% 257
2022
Q3
$393K Hold
4,052
0.01% 270
2022
Q2
$378K Hold
4,052
0.01% 281
2022
Q1
$431K Hold
4,052
0.01% 286
2021
Q4
$449K Sell
4,052
-296
-7% -$32.8K 0.01% 292
2021
Q3
$414K Hold
4,348
0.01% 291
2021
Q2
$415K Hold
4,348
0.01% 292
2021
Q1
$371K Sell
4,348
-2,800
-39% -$239K 0.01% 302
2020
Q4
$632K Sell
7,148
-52
-0.7% -$4.6K 0.02% 245
2020
Q3
$599K Buy
7,200
+52
+0.7% +$4.33K 0.02% 237
2020
Q2
$476K Sell
7,148
-580
-8% -$38.6K 0.02% 236
2020
Q1
$335K Hold
7,728
0.01% 251
2019
Q4
$520K Hold
7,728
0.02% 258
2019
Q3
$518K Sell
7,728
-232
-3% -$15.6K 0.02% 253
2019
Q2
$472K Buy
+7,960
New +$472K 0.02% 273