Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98.2K Hold
432
0.01% 290
2025
Q1
$105K Hold
432
0.01% 285
2024
Q4
$122K Hold
432
0.01% 259
2024
Q3
$118K Hold
432
0.01% 260
2024
Q2
$130K Hold
432
0.01% 242
2024
Q1
$125K Hold
432
0.01% 233
2023
Q4
$109K Hold
432
0.01% 240
2023
Q3
$114K Hold
432
0.01% 215
2023
Q2
$107K Hold
432
0.01% 234
2023
Q1
$98.7K Hold
432
0.01% 232
2022
Q4
$74.8K Sell
432
-406
-48% -$70.3K 0.01% 246
2022
Q3
$124K Hold
838
0.01% 203
2022
Q2
$190K Sell
838
-14
-2% -$3.17K 0.02% 166
2022
Q1
$198K Sell
852
-50
-6% -$11.6K 0.02% 174
2021
Q4
$233K Hold
902
0.02% 168
2021
Q3
$198K Buy
902
+30
+3% +$6.59K 0.02% 177
2021
Q2
$260K Hold
872
0.03% 152
2021
Q1
$248K Sell
872
-44
-5% -$12.5K 0.03% 157
2020
Q4
$237K Hold
916
0.03% 148
2020
Q3
$231K Hold
916
0.04% 136
2020
Q2
$128K Hold
916
0.02% 179
2020
Q1
$111K Sell
916
-208
-19% -$25.2K 0.03% 179
2019
Q4
$177K Sell
1,124
-122
-10% -$19.2K 0.03% 170
2019
Q3
$182K Sell
1,246
-216
-15% -$31.6K 0.04% 162
2019
Q2
$240K Buy
1,462
+338
+30% +$55.5K 0.05% 150
2019
Q1
$204K Hold
1,124
0.04% 164
2018
Q4
$182K Buy
1,124
+119
+12% +$19.3K 0.04% 162
2018
Q3
$242K Buy
1,005
+208
+26% +$50.1K 0.05% 151
2018
Q2
$181K Hold
797
0.04% 169
2018
Q1
$197K Hold
797
0.05% 157
2017
Q4
$184K Hold
797
0.04% 167
2017
Q3
$171K Hold
797
0.04% 174
2017
Q2
$173K Sell
797
-546
-41% -$119K 0.05% 170
2017
Q1
$262K Hold
1,343
0.08% 127
2016
Q4
$258K Hold
1,343
0.08% 126
2016
Q3
$235K Sell
1,343
-1,000
-43% -$175K 0.08% 125
2016
Q2
$387K Hold
2,343
0.14% 83
2016
Q1
$381K Buy
2,343
+43
+2% +$6.99K 0.15% 81
2015
Q4
$343K Buy
2,300
+1,400
+156% +$209K 0.14% 80
2015
Q3
$130K Hold
900
0.07% 102
2015
Q2
$154K Sell
900
-1,000
-53% -$171K 0.07% 105
2015
Q1
$323K Hold
1,900
0.15% 72
2014
Q4
$330K Buy
+1,900
New +$330K 0.17% 69