Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Hold
10,110
﹤0.01% 1405
2025
Q1
$221K Sell
10,110
-16
-0.2% -$350 ﹤0.01% 1383
2024
Q4
$224K Buy
10,126
+16
+0.2% +$354 ﹤0.01% 1494
2024
Q3
$272K Hold
10,110
﹤0.01% 1403
2024
Q2
$248K Hold
10,110
﹤0.01% 1393
2024
Q1
$249K Sell
10,110
-5
-0% -$123 ﹤0.01% 1412
2023
Q4
$237K Hold
10,115
﹤0.01% 1419
2023
Q3
$209K Buy
10,115
+5
+0% +$103 ﹤0.01% 1430
2023
Q2
$236K Hold
10,110
﹤0.01% 1398
2023
Q1
$255K Hold
10,110
﹤0.01% 1373
2022
Q4
$231K Hold
10,110
﹤0.01% 1416
2022
Q3
$256K Hold
10,110
﹤0.01% 1336
2022
Q2
$308K Hold
10,110
﹤0.01% 1175
2022
Q1
$355K Hold
10,110
﹤0.01% 1125
2021
Q4
$361K Hold
10,110
﹤0.01% 1162
2021
Q3
$329K Hold
10,110
﹤0.01% 1191
2021
Q2
$266K Hold
10,110
﹤0.01% 1316
2021
Q1
$264K Hold
10,110
﹤0.01% 1297
2020
Q4
$282K Hold
10,110
﹤0.01% 1366
2020
Q3
$273K Hold
10,110
﹤0.01% 1286
2020
Q2
$247K Hold
10,110
﹤0.01% 1281
2020
Q1
$208K Hold
10,110
﹤0.01% 1312
2019
Q4
$202K Sell
10,110
-488
-5% -$9.75K ﹤0.01% 1266
2019
Q3
$233K Sell
10,598
-165
-2% -$3.63K ﹤0.01% 1340
2019
Q2
$267K Buy
10,763
+170
+2% +$4.22K ﹤0.01% 1288
2019
Q1
$229K Buy
10,593
+166
+2% +$3.59K ﹤0.01% 1343
2018
Q4
$223K Sell
10,427
-351
-3% -$7.51K ﹤0.01% 1248
2018
Q3
$277K Buy
10,778
+308
+3% +$7.92K ﹤0.01% 1271
2018
Q2
$244K Buy
10,470
+37
+0.4% +$862 ﹤0.01% 1332
2018
Q1
$296K Buy
10,433
+39
+0.4% +$1.11K ﹤0.01% 1220
2017
Q4
$313K Sell
10,394
-39
-0.4% -$1.17K ﹤0.01% 1221
2017
Q3
$333K Hold
10,433
﹤0.01% 1178
2017
Q2
$368K Buy
+10,433
New +$368K ﹤0.01% 1111
2014
Q4
Sell
-3,382
Closed -$233K 2072
2014
Q3
$233K Buy
+3,382
New +$233K ﹤0.01% 1771