Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Hold
8,835
0.06% 255
2025
Q1
$335K Buy
8,835
+163
+2% +$6.19K 0.07% 237
2024
Q4
$446K Sell
8,672
-275
-3% -$14.1K 0.1% 211
2024
Q3
$458K Hold
8,947
0.1% 213
2024
Q2
$410K Hold
8,947
0.1% 229
2024
Q1
$424K Buy
8,947
+750
+9% +$35.6K 0.1% 229
2023
Q4
$390K Sell
8,197
-1,325
-14% -$63K 0.09% 243
2023
Q3
$424K Buy
9,522
+75
+0.8% +$3.34K 0.11% 225
2023
Q2
$494K Hold
9,447
0.12% 215
2023
Q1
$562K Sell
9,447
-125
-1% -$7.44K 0.15% 190
2022
Q4
$471K Sell
9,572
-75
-0.8% -$3.69K 0.13% 213
2022
Q3
$397K Hold
9,647
0.12% 217
2022
Q2
$488K Hold
9,647
0.15% 197
2022
Q1
$631K Hold
9,647
0.18% 155
2021
Q4
$729K Hold
9,647
0.22% 128
2021
Q3
$647K Hold
9,647
0.22% 144
2021
Q2
$654K Hold
9,647
0.23% 149
2021
Q1
$616K Buy
9,647
+125
+1% +$7.98K 0.23% 155
2020
Q4
$515K Sell
9,522
-300
-3% -$16.2K 0.2% 175
2020
Q3
$385K Sell
9,822
-200
-2% -$7.84K 0.19% 170
2020
Q2
$392K Sell
10,022
-50
-0.5% -$1.96K 0.2% 173
2020
Q1
$340K Hold
10,072
0.21% 177
2019
Q4
$708K Sell
10,072
-150
-1% -$10.5K 0.33% 97
2019
Q3
$640K Sell
10,222
-100
-1% -$6.26K 0.32% 101
2019
Q2
$649K Sell
10,322
-125
-1% -$7.86K 0.34% 101
2019
Q1
$552K Buy
10,447
+350
+3% +$18.5K 0.29% 117
2018
Q4
$553K Hold
10,097
0.39% 109
2018
Q3
$740K Sell
10,097
-250
-2% -$18.3K 0.42% 81
2018
Q2
$813K Buy
10,347
+47
+0.5% +$3.69K 0.47% 59
2018
Q1
$819K Buy
+10,300
New +$819K 0.5% 52