Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Hold
36
0.02% 274
2025
Q1
$261K Hold
36
0.02% 277
2024
Q4
$294K Hold
36
0.02% 252
2024
Q3
$353K Hold
36
0.02% 232
2024
Q2
$273K Hold
36
0.02% 208
2024
Q1
$292K Hold
36
0.02% 204
2023
Q4
$252K Hold
36
0.02% 205
2023
Q3
$215K Sell
36
-3
-8% -$17.9K 0.02% 216
2023
Q2
$248K Hold
39
0.02% 197
2023
Q1
$217K Hold
39
0.02% 209
2022
Q4
$180K Hold
39
0.02% 223
2022
Q3
$155K Buy
39
+2
+5% +$7.95K 0.02% 243
2022
Q2
$148K Hold
37
0.02% 247
2022
Q1
$165K Buy
37
+1
+3% +$4.46K 0.02% 243
2021
Q4
$213K Buy
36
+1
+3% +$5.92K 0.02% 218
2021
Q3
$168K Hold
35
0.02% 238
2021
Q2
$174K Hold
35
0.03% 177
2021
Q1
$165K Hold
35
0.03% 155
2020
Q4
$143K Hold
35
0.03% 166
2020
Q3
$143K Hold
35
0.03% 155
2020
Q2
$114K Hold
35
0.03% 167
2020
Q1
$90K Hold
35
0.03% 182
2019
Q4
$133K Hold
35
0.03% 166
2019
Q3
$130K Hold
35
0.03% 165
2019
Q2
$118K Hold
35
0.03% 171
2019
Q1
$97K Hold
35
0.03% 185
2018
Q4
$85K Hold
35
0.02% 189
2018
Q3
$86K Hold
35
0.02% 210
2018
Q2
$104K Hold
35
0.03% 188
2018
Q1
$98K Hold
35
0.03% 196
2017
Q4
$123K Hold
35
0.03% 186
2017
Q3
$100K Hold
35
0.03% 188
2017
Q2
$84K Buy
+35
New +$84K 0.02% 182