Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Sell
410
-20
-5% -$5.19K 0.05% 190
2025
Q1
$105K Hold
430
0.06% 181
2024
Q4
$110K Hold
430
0.06% 179
2024
Q3
$126K Buy
+430
New +$126K 0.06% 177
2024
Q1
$115K Hold
430
0.06% 187
2023
Q4
$106K Hold
430
0.06% 190
2023
Q3
$78.8K Sell
430
-5
-1% -$916 0.05% 199
2023
Q2
$102K Hold
435
0.05% 196
2023
Q1
$88.2K Hold
435
0.05% 199
2022
Q4
$85K Hold
435
0.05% 197
2022
Q3
$75K Hold
435
0.05% 201
2022
Q2
$80K Hold
435
0.05% 204
2022
Q1
$103K Hold
435
0.05% 203
2021
Q4
$127K Sell
435
-50
-10% -$14.6K 0.06% 194
2021
Q3
$123K Hold
485
0.07% 194
2021
Q2
$116K Hold
485
0.06% 200
2021
Q1
$88K Sell
485
-15
-3% -$2.72K 0.05% 203
2020
Q4
$96K Hold
500
0.06% 204
2020
Q3
$78K Hold
500
0.05% 204
2020
Q2
$86K Sell
500
-200
-29% -$34.4K 0.06% 197
2020
Q1
$84K Hold
700
0.07% 188
2019
Q4
$98K Hold
700
0.07% 193
2019
Q3
$98K Hold
700
0.07% 186
2019
Q2
$95K Sell
700
-25
-3% -$3.39K 0.07% 184
2019
Q1
$86K Sell
725
-100
-12% -$11.9K 0.07% 192
2018
Q4
$77K Hold
825
0.07% 185
2018
Q3
$108K Sell
825
-300
-27% -$39.3K 0.09% 172
2018
Q2
$141K Sell
1,125
-50
-4% -$6.27K 0.11% 155
2018
Q1
$138K Hold
1,175
0.11% 159
2017
Q4
$139K Hold
1,175
0.11% 160
2017
Q3
$125K Sell
1,175
-25
-2% -$2.66K 0.1% 162
2017
Q2
$165K Hold
1,200
0.14% 152
2017
Q1
$164K Hold
1,200
0.14% 146
2016
Q4
$142 Buy
+1,200
New +$142 0.12% 150