Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Sell
402
-4
-1% -$1.04K 0.03% 220
2025
Q1
$98.9K Buy
406
+3
+0.7% +$731 0.03% 210
2024
Q4
$103K Sell
403
-1
-0.2% -$255 0.03% 214
2024
Q3
$119K Hold
404
0.03% 213
2024
Q2
$98K Buy
404
+1
+0.2% +$242 0.03% 214
2024
Q1
$108K Buy
403
+3
+0.8% +$803 0.03% 206
2023
Q4
$98.9K Hold
400
0.03% 209
2023
Q3
$73.3K Hold
400
0.02% 212
2023
Q2
$94.1K Hold
400
0.03% 214
2023
Q1
$81.1K Hold
400
0.03% 225
2022
Q4
$77.7K Hold
400
0.03% 214
2022
Q3
$69K Hold
400
0.03% 217
2022
Q2
$73K Hold
400
0.03% 216
2022
Q1
$95K Sell
400
-50
-11% -$11.9K 0.03% 225
2021
Q4
$131K Hold
450
0.04% 205
2021
Q3
$114K Hold
450
0.04% 209
2021
Q2
$108K Hold
450
0.04% 214
2021
Q1
$81K Hold
450
0.03% 209
2020
Q4
$87K Hold
450
0.04% 182
2020
Q3
$71K Hold
450
0.03% 179
2020
Q2
$78K Hold
450
0.04% 167
2020
Q1
$54K Buy
450
+50
+13% +$6K 0.04% 166
2019
Q4
$56K Hold
400
0.03% 174
2019
Q3
$56K Hold
400
0.03% 189
2019
Q2
$54K Hold
400
0.03% 205
2019
Q1
$47K Hold
400
0.03% 183
2018
Q4
$37K Hold
400
0.03% 187
2018
Q3
$52K Hold
400
0.03% 180
2018
Q2
$50K Hold
400
0.03% 173
2018
Q1
$46K Hold
400
0.03% 184
2017
Q4
$47K Buy
+400
New +$47K 0.04% 176