Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.3K Hold
875
0.02% 233
2025
Q1
$48.5K Hold
875
0.03% 222
2024
Q4
$42.2K Hold
875
0.02% 234
2024
Q3
$50.4K Buy
+875
New +$50.4K 0.02% 226
2024
Q1
$42.5K Hold
875
0.02% 240
2023
Q4
$43.5K Hold
875
0.02% 238
2023
Q3
$46.9K Hold
875
0.03% 223
2023
Q2
$47.2K Sell
875
-150
-15% -$8.09K 0.02% 233
2023
Q1
$55.8K Hold
1,025
0.03% 227
2022
Q4
$50K Hold
1,025
0.03% 232
2022
Q3
$39K Sell
1,025
-700
-41% -$26.6K 0.02% 253
2022
Q2
$86K Sell
1,725
-50
-3% -$2.49K 0.05% 199
2022
Q1
$91K Hold
1,775
0.05% 210
2021
Q4
$89K Hold
1,775
0.04% 214
2021
Q3
$86K Hold
1,775
0.05% 212
2021
Q2
$93K Hold
1,775
0.05% 212
2021
Q1
$88K Sell
1,775
-250
-12% -$12.4K 0.05% 205
2020
Q4
$98K Hold
2,025
0.06% 201
2020
Q3
$102K Hold
2,025
0.07% 189
2020
Q2
$103K Hold
2,025
0.08% 187
2020
Q1
$89K Hold
2,025
0.08% 185
2019
Q4
$102K Hold
2,025
0.07% 189
2019
Q3
$94K Hold
2,025
0.07% 188
2019
Q2
$88K Hold
2,025
0.07% 186
2019
Q1
$90K Hold
2,025
0.07% 190
2018
Q4
$88K Hold
2,025
0.08% 175
2018
Q3
$90K Sell
2,025
-100
-5% -$4.44K 0.07% 180
2018
Q2
$85K Hold
2,125
0.07% 181
2018
Q1
$85K Buy
2,125
+125
+6% +$5K 0.07% 178
2017
Q4
$86K Hold
2,000
0.07% 178
2017
Q3
$100K Hold
2,000
0.08% 167
2017
Q2
$96K Buy
2,000
+150
+8% +$7.2K 0.08% 172
2017
Q1
$84K Hold
1,850
0.07% 174
2016
Q4
$75 Buy
+1,850
New +$75 0.06% 176