Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89.7K Hold
3,113
0.05% 192
2025
Q1
$84.5K Sell
3,113
-28
-0.9% -$760 0.05% 191
2024
Q4
$89.7K Hold
3,141
0.05% 189
2024
Q3
$99.7K Buy
+3,141
New +$99.7K 0.05% 190
2024
Q1
$139K Sell
3,741
-809
-18% -$30.1K 0.07% 175
2023
Q4
$141K Hold
4,550
0.07% 173
2023
Q3
$153K Hold
4,550
0.09% 157
2023
Q2
$138K Hold
4,550
0.07% 179
2023
Q1
$121K Hold
4,550
0.07% 185
2022
Q4
$104K Hold
4,550
0.06% 191
2022
Q3
$98K Sell
4,550
-100
-2% -$2.15K 0.06% 190
2022
Q2
$112K Buy
4,650
+50
+1% +$1.2K 0.06% 189
2022
Q1
$130K Sell
4,600
-125
-3% -$3.53K 0.07% 190
2021
Q4
$134K Hold
4,725
0.07% 190
2021
Q3
$145K Hold
4,725
0.08% 181
2021
Q2
$152K Hold
4,725
0.08% 185
2021
Q1
$143K Hold
4,725
0.08% 181
2020
Q4
$133K Buy
4,725
+100
+2% +$2.82K 0.08% 184
2020
Q3
$110K Buy
4,625
+150
+3% +$3.57K 0.07% 185
2020
Q2
$114K Hold
4,475
0.08% 182
2020
Q1
$101K Hold
4,475
0.09% 177
2019
Q4
$127K Sell
4,475
-100
-2% -$2.84K 0.09% 178
2019
Q3
$119K Sell
4,575
-250
-5% -$6.5K 0.09% 173
2019
Q2
$125K Hold
4,825
0.1% 170
2019
Q1
$131K Sell
4,825
-450
-9% -$12.2K 0.1% 165
2018
Q4
$140K Sell
5,275
-300
-5% -$7.96K 0.12% 151
2018
Q3
$168K Sell
5,575
-120
-2% -$3.62K 0.14% 140
2018
Q2
$167K Sell
5,695
-1,000
-15% -$29.3K 0.13% 142
2018
Q1
$233K Sell
6,695
-1,450
-18% -$50.5K 0.19% 129
2017
Q4
$278K Hold
8,145
0.22% 121
2017
Q3
$241K Buy
8,145
+50
+0.6% +$1.48K 0.2% 129
2017
Q2
$222K Buy
8,095
+450
+6% +$12.3K 0.19% 130
2017
Q1
$231K Hold
7,645
0.2% 123
2016
Q4
$223 Buy
+7,645
New +$223 0.19% 125