Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$112K Hold
415
0.06% 183
2025
Q1
$105K Sell
415
-41
-9% -$10.4K 0.06% 180
2024
Q4
$107K Hold
456
0.05% 182
2024
Q3
$116K Buy
+456
New +$116K 0.06% 181
2024
Q1
$105K Sell
456
-44
-9% -$10.2K 0.05% 191
2023
Q4
$99.2K Hold
500
0.05% 193
2023
Q3
$84.7K Hold
500
0.05% 190
2023
Q2
$93.3K Hold
500
0.05% 200
2023
Q1
$82.8K Hold
500
0.05% 205
2022
Q4
$73K Hold
500
0.04% 209
2022
Q3
$72K Hold
500
0.04% 205
2022
Q2
$77K Hold
500
0.04% 207
2022
Q1
$88K Hold
500
0.04% 211
2021
Q4
$117K Hold
500
0.06% 197
2021
Q3
$104K Hold
500
0.06% 200
2021
Q2
$103K Sell
500
-45
-8% -$9.27K 0.05% 203
2021
Q1
$117K Buy
545
+45
+9% +$9.66K 0.06% 190
2020
Q4
$108K Hold
500
0.06% 195
2020
Q3
$100K Sell
500
-75
-13% -$15K 0.07% 191
2020
Q2
$114K Hold
575
0.08% 181
2020
Q1
$90K Hold
575
0.08% 182
2019
Q4
$111K Hold
575
0.08% 185
2019
Q3
$114K Hold
575
0.09% 179
2019
Q2
$114K Hold
575
0.09% 174
2019
Q1
$102K Hold
575
0.08% 181
2018
Q4
$85K Hold
575
0.07% 178
2018
Q3
$90K Hold
575
0.07% 179
2018
Q2
$81K Hold
575
0.06% 183
2018
Q1
$79K Hold
575
0.07% 183
2017
Q4
$77K Hold
575
0.06% 188
2017
Q3
$74K Hold
575
0.06% 187
2017
Q2
$76K Buy
+575
New +$76K 0.06% 187