Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Buy
3,429
+3
+0.1% +$208 0.06% 97
2025
Q1
$211K Buy
3,426
+3
+0.1% +$185 0.06% 91
2024
Q4
$203K Buy
+3,423
New +$203K 0.06% 85
2023
Q4
Sell
-4,006
Closed -$215K 80
2023
Q3
$215K Buy
4,006
+3
+0.1% +$161 0.09% 70
2023
Q2
$207K Buy
+4,003
New +$207K 0.09% 72
2022
Q2
Sell
-4,420
Closed -$280K 69
2022
Q1
$280K Hold
4,420
0.15% 58
2021
Q4
$280K Buy
4,420
+3
+0.1% +$190 0.15% 58
2021
Q3
$240K Sell
4,417
-86
-2% -$4.67K 0.14% 63
2021
Q2
$239K Buy
4,503
+91
+2% +$4.83K 0.13% 64
2021
Q1
$228K Buy
+4,412
New +$228K 0.14% 65
2019
Q3
Sell
-4,166
Closed -$228K 59
2019
Q2
$228K Hold
4,166
0.16% 53
2019
Q1
$225K Buy
+4,166
New +$225K 0.16% 52
2018
Q4
Sell
-4,266
Closed -$208K 53
2018
Q3
$208K Hold
4,266
0.16% 56
2018
Q2
$184K Buy
+4,266
New +$184K 0.15% 58
2018
Q1
Sell
-3,868
Closed -$148K 110
2017
Q4
$148K Hold
3,868
0.13% 73
2017
Q3
$130K Buy
+3,868
New +$130K 0.11% 78