Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149K Sell
13,700
-100
-0.7% -$1.09K 0.16% 25
2025
Q1
$138K Hold
13,800
0.16% 25
2024
Q4
$137K Buy
+13,800
New +$137K 0.14% 28
2021
Q4
$406K Buy
19,545
+5,145
+36% +$107K 0.56% 16
2021
Q3
$204K Hold
14,400
0.32% 18
2021
Q2
$214K Hold
14,400
0.34% 17
2021
Q1
$176K Buy
14,400
+57
+0.4% +$697 0.3% 18
2020
Q4
$126K Hold
14,343
0.2% 22
2020
Q3
$96K Sell
14,343
-489
-3% -$3.27K 0.14% 31
2020
Q2
$90K Sell
14,832
-61
-0.4% -$370 0.11% 31
2020
Q1
$72K Buy
14,893
+250
+2% +$1.21K 0.1% 36
2019
Q4
$136K Sell
14,643
-200
-1% -$1.86K 0.12% 52
2019
Q3
$136K Hold
14,843
0.14% 47
2019
Q2
$152K Hold
14,843
0.14% 51
2019
Q1
$130K Hold
14,843
0.13% 54
2018
Q4
$114K Buy
+14,843
New +$114K 0.13% 63