Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87K Hold
3,162
0.07% 157
2025
Q1
$88K Hold
3,162
0.07% 160
2024
Q4
$113K Hold
3,162
0.1% 133
2024
Q3
$113K Hold
3,162
0.1% 134
2024
Q2
$111K Hold
3,162
0.11% 119
2024
Q1
$96K Hold
3,162
0.09% 135
2023
Q4
$96K Hold
3,162
0.1% 129
2023
Q3
$82K Hold
3,162
0.09% 133
2023
Q2
$98K Hold
3,162
0.11% 129
2023
Q1
$93K Hold
3,162
0.12% 122
2022
Q4
$85K Hold
3,162
0.1% 115
2022
Q3
$79K Hold
3,162
0.1% 115
2022
Q2
$104K Hold
3,162
0.13% 102
2022
Q1
$115K Hold
3,162
0.12% 107
2021
Q4
$119K Hold
3,162
0.12% 106
2021
Q3
$87K Hold
3,162
0.1% 129
2021
Q2
$95K Hold
3,162
0.1% 125
2021
Q1
$100K Hold
3,162
0.09% 135
2020
Q4
$78K Hold
3,162
0.06% 152
2020
Q3
$60K Hold
3,162
0.06% 155
2020
Q2
$55K Hold
3,162
0.05% 158
2020
Q1
$55K Hold
3,162
0.06% 162
2019
Q4
$65K Hold
3,162
0.05% 166
2019
Q3
$60K Sell
3,162
-252
-7% -$4.78K 0.05% 176
2019
Q2
$71K Buy
3,414
+152
+5% +$3.16K 0.06% 172
2019
Q1
$63K Hold
3,262
0.05% 173
2018
Q4
$67K Hold
3,262
0.06% 165
2018
Q3
$84K Hold
3,262
0.06% 160
2018
Q2
$74K Hold
3,262
0.05% 170
2018
Q1
$72K Hold
3,262
0.06% 167
2017
Q4
$69K Buy
+3,262
New +$69K 0.05% 168