Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
1,000
-127
-11% -$32.8K 0.02% 282
2025
Q1
$252K Sell
1,127
-40
-3% -$8.95K 0.02% 282
2024
Q4
$267K Hold
1,167
0.02% 273
2024
Q3
$285K Sell
1,167
-250
-18% -$61K 0.02% 265
2024
Q2
$271K Sell
1,417
-100
-7% -$19.1K 0.02% 266
2024
Q1
$300K Hold
1,517
0.02% 258
2023
Q4
$261K Sell
1,517
-150
-9% -$25.8K 0.02% 245
2023
Q3
$246K Hold
1,667
0.02% 250
2023
Q2
$364K Hold
1,667
0.03% 217
2023
Q1
$365K Hold
1,667
0.03% 210
2022
Q4
$347K Hold
1,667
0.03% 209
2022
Q3
$364K Hold
1,667
0.03% 214
2022
Q2
$349K Hold
1,667
0.03% 215
2022
Q1
$404K Hold
1,667
0.03% 222
2021
Q4
$434K Hold
1,667
0.03% 219
2021
Q3
$439K Buy
1,667
+2
+0.1% +$527 0.03% 214
2021
Q2
$410K Hold
1,665
0.03% 220
2021
Q1
$323K Hold
1,665
0.03% 224
2020
Q4
$354K Hold
1,665
0.03% 209
2020
Q3
$285K Hold
1,665
0.03% 208
2020
Q2
$320K Hold
1,665
0.04% 199
2020
Q1
$245K Buy
1,665
+150
+10% +$22.1K 0.03% 204
2019
Q4
$235K Sell
1,515
-65
-4% -$10.1K 0.02% 227
2019
Q3
$213K Buy
+1,580
New +$213K 0.02% 227