Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49K Hold
1,010
0.04% 190
2025
Q1
$49K Hold
1,010
0.04% 187
2024
Q4
$63K Hold
1,010
0.06% 166
2024
Q3
$62K Hold
1,010
0.06% 167
2024
Q2
$58K Hold
1,010
0.06% 163
2024
Q1
$58K Sell
1,010
-99
-9% -$5.69K 0.06% 163
2023
Q4
$76K Hold
1,109
0.08% 143
2023
Q3
$63K Hold
1,109
0.07% 145
2023
Q2
$66K Hold
1,109
0.07% 143
2023
Q1
$70K Hold
1,109
0.09% 136
2022
Q4
$69K Hold
1,109
0.09% 126
2022
Q3
$55K Hold
1,109
0.07% 135
2022
Q2
$62K Sell
1,109
-134
-11% -$7.49K 0.08% 134
2022
Q1
$86K Hold
1,243
0.09% 131
2021
Q4
$67K Hold
1,243
0.07% 147
2021
Q3
$59K Hold
1,243
0.07% 151
2021
Q2
$81K Hold
1,243
0.08% 138
2021
Q1
$77K Buy
1,243
+458
+58% +$28.4K 0.07% 153
2020
Q4
$46K Hold
785
0.04% 187
2020
Q3
$36K Hold
785
0.03% 188
2020
Q2
$35K Hold
785
0.03% 183
2020
Q1
$26K Hold
785
0.03% 206
2019
Q4
$38K Sell
785
-112
-12% -$5.42K 0.03% 194
2019
Q3
$40K Hold
897
0.03% 201
2019
Q2
$46K Hold
897
0.04% 202
2019
Q1
$44K Hold
897
0.04% 192
2018
Q4
$39K Buy
+897
New +$39K 0.03% 192