Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$160K Hold
720
0.05% 252
2025
Q1
$148K Hold
720
0.05% 254
2024
Q4
$132K Hold
720
0.04% 270
2024
Q3
$148K Hold
720
0.04% 248
2024
Q2
$126K Hold
720
0.04% 246
2024
Q1
$124K Hold
720
0.04% 255
2023
Q4
$108K Sell
720
-108
-13% -$16.3K 0.04% 262
2023
Q3
$99.6K Hold
828
0.04% 260
2023
Q2
$103K Hold
828
0.04% 253
2023
Q1
$95.8K Hold
828
0.04% 257
2022
Q4
$93K Sell
828
-44
-5% -$4.94K 0.04% 256
2022
Q3
$85K Sell
872
-120
-12% -$11.7K 0.04% 253
2022
Q2
$93K Hold
992
0.04% 243
2022
Q1
$105K Buy
992
+60
+6% +$6.35K 0.04% 239
2021
Q4
$103K Buy
932
+120
+15% +$13.3K 0.04% 244
2021
Q3
$77K Buy
812
+80
+11% +$7.59K 0.03% 274
2021
Q2
$70K Hold
732
0.03% 291
2021
Q1
$62K Buy
732
+460
+169% +$39K 0.03% 298
2020
Q4
$24K Hold
272
0.01% 441
2020
Q3
$23K Hold
272
0.02% 421
2020
Q2
$18K Hold
272
0.01% 440
2020
Q1
$12K Hold
272
0.01% 467
2019
Q4
$18K Sell
272
-52
-16% -$3.44K 0.01% 447
2019
Q3
$22K Buy
324
+52
+19% +$3.53K 0.01% 427
2019
Q2
$16K Buy
272
+100
+58% +$5.88K 0.01% 471
2019
Q1
$9K Hold
172
0.01% 551
2018
Q4
$7K Buy
+172
New +$7K ﹤0.01% 594