Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$99.5K Buy
1,400
+200
+17% +$14.2K 0.08% 62
2025
Q1
$76.2K Buy
1,200
+400
+50% +$25.4K 0.07% 63
2024
Q4
$60.5K Hold
800
0.05% 64
2024
Q3
$70.7K Hold
800
0.06% 60
2024
Q2
$60.3K Hold
800
0.06% 64
2024
Q1
$75.2K Hold
800
0.07% 62
2023
Q4
$86.9K Hold
800
0.08% 64
2023
Q3
$76.5K Hold
800
0.07% 63
2023
Q2
$88.3K Hold
800
0.08% 60
2023
Q1
$98.1K Hold
800
0.09% 64
2022
Q4
$93.6K Hold
800
0.09% 62
2022
Q3
$66K Hold
800
0.07% 79
2022
Q2
$82K Hold
800
0.07% 75
2022
Q1
$108K Hold
800
0.09% 72
2021
Q4
$133K Hold
800
0.1% 68
2021
Q3
$116K Hold
800
0.09% 68
2021
Q2
$124K Hold
800
0.09% 62
2021
Q1
$106K Hold
800
0.09% 57
2020
Q4
$113K Hold
800
0.11% 56
2020
Q3
$100K Hold
800
0.11% 49
2020
Q2
$78K Hold
800
0.1% 47
2020
Q1
$66K Hold
800
0.08% 51
2019
Q4
$81K Hold
800
0.05% 61
2019
Q3
$75K Hold
800
0.04% 57
2019
Q2
$67K Hold
800
0.05% 58
2019
Q1
$67K Hold
800
0.05% 52
2018
Q4
$59K Hold
800
0.05% 47
2018
Q3
$68K Hold
800
0.04% 47
2018
Q2
$64K Hold
800
0.04% 53
2018
Q1
$53K Hold
800
0.03% 55
2017
Q4
$50K Hold
800
0.03% 52
2017
Q3
$41K Hold
800
0.02% 58
2017
Q2
$47K Hold
800
0.03% 64
2017
Q1
$45K Hold
800
0.03% 62
2016
Q4
$41K Hold
800
0.03% 72
2016
Q3
$42K Hold
800
0.03% 70
2016
Q2
$44K Hold
800
0.03% 65
2016
Q1
$49K Hold
800
0.04% 64
2015
Q4
$50K Hold
800
0.03% 61
2015
Q3
$49K Hold
800
0.03% 60
2015
Q2
$43K Hold
800
0.03% 60
2015
Q1
$40K Hold
800
0.03% 57
2014
Q4
$38K Hold
800
0.02% 57
2014
Q3
$36K Hold
800
0.02% 55
2014
Q2
$31K Buy
+800
New +$31K 0.02% 54