Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Sell
878
-30
-3% -$10.5K 0.03% 139
2025
Q1
$287K Hold
908
0.03% 139
2024
Q4
$306K Hold
908
0.04% 130
2024
Q3
$289K Hold
908
0.03% 131
2024
Q2
$292K Hold
908
0.04% 132
2024
Q1
$315K Sell
908
-35
-4% -$12.2K 0.04% 126
2023
Q4
$342K Hold
943
0.05% 113
2023
Q3
$281K Hold
943
0.05% 108
2023
Q2
$311K Hold
943
0.06% 106
2023
Q1
$314K Buy
943
+5
+0.5% +$1.66K 0.06% 102
2022
Q4
$227K Hold
938
0.05% 109
2022
Q3
$208K Hold
938
0.05% 105
2022
Q2
$224K Hold
938
0.05% 99
2022
Q1
$298K Hold
938
0.06% 92
2021
Q4
$376K Sell
938
-55
-6% -$22K 0.08% 79
2021
Q3
$338K Hold
993
0.07% 81
2021
Q2
$345K Hold
993
0.08% 77
2021
Q1
$337K Hold
993
0.08% 76
2020
Q4
$361K Sell
993
-120
-11% -$43.6K 0.09% 71
2020
Q3
$364K Hold
1,113
0.11% 69
2020
Q2
$325K Hold
1,113
0.09% 70
2020
Q1
$259K Sell
1,113
-40
-3% -$9.31K 0.08% 76
2019
Q4
$297K Sell
1,153
-44
-4% -$11.3K 0.07% 82
2019
Q3
$265K Hold
1,197
0.07% 82
2019
Q2
$245K Hold
1,197
0.06% 83
2019
Q1
$219K Buy
+1,197
New +$219K 0.05% 88