Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$172K Hold
870
0.09% 161
2025
Q1
$178K Hold
870
0.1% 154
2024
Q4
$200K Hold
870
0.1% 149
2024
Q3
$242K Buy
+870
New +$242K 0.12% 140
2024
Q1
$217K Hold
870
0.11% 144
2023
Q4
$201K Sell
870
-111
-11% -$25.7K 0.11% 144
2023
Q3
$216K Hold
981
0.12% 134
2023
Q2
$209K Hold
981
0.11% 149
2023
Q1
$219K Hold
981
0.12% 144
2022
Q4
$231K Hold
981
0.13% 137
2022
Q3
$225K Sell
981
-593
-38% -$136K 0.14% 136
2022
Q2
$354K Hold
1,574
0.2% 110
2022
Q1
$409K Hold
1,574
0.21% 108
2021
Q4
$459K Sell
1,574
-11
-0.7% -$3.21K 0.23% 99
2021
Q3
$428K Hold
1,585
0.23% 96
2021
Q2
$377K Hold
1,585
0.2% 111
2021
Q1
$316K Hold
1,585
0.17% 123
2020
Q4
$312K Sell
1,585
-11
-0.7% -$2.17K 0.18% 122
2020
Q3
$305K Hold
1,596
0.21% 110
2020
Q2
$250K Sell
1,596
-184
-10% -$28.8K 0.19% 119
2020
Q1
$218K Sell
1,780
-451
-20% -$55.2K 0.19% 115
2019
Q4
$304K Hold
2,231
0.21% 115
2019
Q3
$286K Hold
2,231
0.22% 117
2019
Q2
$283K Sell
2,231
-57
-2% -$7.23K 0.22% 115
2019
Q1
$268K Hold
2,288
0.21% 120
2018
Q4
$209K Hold
2,288
0.18% 126
2018
Q3
$220K Sell
2,288
-84
-4% -$8.08K 0.18% 126
2018
Q2
$208K Hold
2,372
0.16% 132
2018
Q1
$206K Hold
2,372
0.17% 135
2017
Q4
$195K Hold
2,372
0.15% 141
2017
Q3
$180K Hold
2,372
0.15% 146
2017
Q2
$177K Hold
2,372
0.15% 145
2017
Q1
$180K Hold
2,372
0.16% 138
2016
Q4
$164 Buy
+2,372
New +$164 0.14% 141