Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Hold
52
0.01% 794
2025
Q1
$377K Hold
52
0.01% 769
2024
Q4
$425K Hold
52
0.01% 735
2024
Q3
$510K Sell
52
-10
-16% -$98.1K 0.01% 719
2024
Q2
$470K Hold
62
0.02% 655
2024
Q1
$502K Hold
62
0.02% 637
2023
Q4
$434K Sell
62
-1
-2% -$7K 0.02% 649
2023
Q3
$376K Hold
63
0.02% 647
2023
Q2
$400K Hold
63
0.02% 618
2023
Q1
$351K Hold
63
0.02% 635
2022
Q4
$291K Hold
63
0.02% 667
2022
Q3
$251K Hold
63
0.02% 687
2022
Q2
$252K Sell
63
-2
-3% -$8K 0.02% 586
2022
Q1
$290K Hold
65
0.02% 578
2021
Q4
$384K Hold
65
0.03% 520
2021
Q3
$312K Hold
65
0.03% 578
2021
Q2
$323K Hold
65
0.02% 682
2021
Q1
$306K Buy
+65
New +$306K 0.02% 625
2020
Q3
Sell
-64
Closed -$209K 681
2020
Q2
$209K Buy
+64
New +$209K 0.03% 512
2020
Q1
Sell
-64
Closed -$244K 624
2019
Q4
$244K Sell
64
-3
-4% -$11.4K 0.03% 514
2019
Q3
$249K Buy
+67
New +$249K 0.03% 474