Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Hold
6,631
0.03% 329
2025
Q1
$184K Hold
6,631
0.04% 303
2024
Q4
$216K Hold
6,631
0.05% 289
2024
Q3
$238K Hold
6,631
0.05% 290
2024
Q2
$232K Hold
6,631
0.05% 289
2024
Q1
$200K Hold
6,631
0.05% 324
2023
Q4
$200K Hold
6,631
0.05% 335
2023
Q3
$170K Hold
6,631
0.04% 344
2023
Q2
$204K Hold
6,631
0.05% 324
2023
Q1
$195K Sell
6,631
-300
-4% -$8.81K 0.05% 329
2022
Q4
$186K Hold
6,931
0.05% 330
2022
Q3
$173K Hold
6,931
0.05% 318
2022
Q2
$227K Sell
6,931
-1,300
-16% -$42.6K 0.07% 295
2022
Q1
$299K Hold
8,231
0.08% 254
2021
Q4
$310K Hold
8,231
0.09% 241
2021
Q3
$225K Hold
8,231
0.08% 278
2021
Q2
$248K Sell
8,231
-2,504
-23% -$75.4K 0.09% 269
2021
Q1
$341K Sell
10,735
-5,240
-33% -$166K 0.13% 223
2020
Q4
$393K Sell
15,975
-250
-2% -$6.15K 0.15% 210
2020
Q3
$308K Sell
16,225
-300
-2% -$5.7K 0.15% 202
2020
Q2
$288K Hold
16,525
0.14% 211
2020
Q1
$287K Sell
16,525
-526
-3% -$9.14K 0.18% 203
2019
Q4
$350K Hold
17,051
0.16% 193
2019
Q3
$323K Hold
17,051
0.16% 192
2019
Q2
$354K Buy
17,051
+250
+1% +$5.19K 0.18% 167
2019
Q1
$326K Hold
16,801
0.17% 176
2018
Q4
$344K Hold
16,801
0.24% 159
2018
Q3
$433K Sell
16,801
-487
-3% -$12.6K 0.25% 164
2018
Q2
$392K Sell
17,288
-44
-0.3% -$998 0.23% 169
2018
Q1
$380K Hold
17,332
0.23% 172
2017
Q4
$364K Buy
+17,332
New +$364K 0.23% 173