Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Sell
364
-88
-19% -$25.5K 0.03% 315
2025
Q1
$136K Hold
452
0.04% 268
2024
Q4
$125K Hold
452
0.04% 280
2024
Q3
$130K Hold
452
0.03% 262
2024
Q2
$115K Buy
452
+28
+7% +$7.14K 0.03% 260
2024
Q1
$110K Hold
424
0.03% 270
2023
Q4
$95.8K Sell
424
-59
-12% -$13.3K 0.03% 277
2023
Q3
$101K Hold
483
0.04% 258
2023
Q2
$93K Hold
483
0.03% 266
2023
Q1
$93.8K Hold
483
0.03% 263
2022
Q4
$107K Hold
483
0.04% 237
2022
Q3
$88K Sell
483
-58
-11% -$10.6K 0.04% 247
2022
Q2
$106K Sell
541
-57
-10% -$11.2K 0.04% 229
2022
Q1
$128K Sell
598
-34
-5% -$7.28K 0.04% 216
2021
Q4
$122K Hold
632
0.04% 222
2021
Q3
$110K Sell
632
-41
-6% -$7.14K 0.04% 229
2021
Q2
$107K Hold
673
0.05% 233
2021
Q1
$106K Hold
673
0.05% 224
2020
Q4
$104K Hold
673
0.06% 227
2020
Q3
$78K Hold
673
0.06% 245
2020
Q2
$85K Hold
673
0.06% 222
2020
Q1
$75K Hold
673
0.06% 213
2019
Q4
$105K Sell
673
-35
-5% -$5.46K 0.07% 201
2019
Q3
$114K Buy
708
+35
+5% +$5.64K 0.07% 189
2019
Q2
$99K Hold
673
0.06% 207
2019
Q1
$94K Hold
673
0.05% 215
2018
Q4
$87K Buy
+673
New +$87K 0.05% 212
2017
Q1
$168K Buy
+1,235
New +$168K 0.12% 124