Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
376
+14
+4% +$11K 0.09% 177
2025
Q1
$222K Hold
362
0.07% 211
2024
Q4
$228K Hold
362
0.07% 204
2024
Q3
$225K Hold
362
0.06% 207
2024
Q2
$238K Hold
362
0.07% 180
2024
Q1
$235K Hold
362
0.07% 179
2023
Q4
$226K Sell
362
-7
-2% -$4.38K 0.07% 175
2023
Q3
$189K Hold
369
0.07% 183
2023
Q2
$169K Buy
369
+84
+29% +$38.5K 0.06% 207
2023
Q1
$127K Hold
285
0.05% 228
2022
Q4
$111K Hold
285
0.04% 234
2022
Q3
$110K Hold
285
0.05% 221
2022
Q2
$110K Hold
285
0.05% 221
2022
Q1
$137K Hold
285
0.05% 212
2021
Q4
$183K Sell
285
-9
-3% -$5.78K 0.06% 179
2021
Q3
$159K Buy
294
+20
+7% +$10.8K 0.06% 182
2021
Q2
$134K Hold
274
0.06% 202
2021
Q1
$105K Hold
274
0.05% 228
2020
Q4
$104K Hold
274
0.06% 228
2020
Q3
$89K Buy
274
+17
+7% +$5.52K 0.06% 223
2020
Q2
$76K Hold
257
0.06% 241
2020
Q1
$59K Hold
257
0.05% 239
2019
Q4
$67K Sell
257
-17
-6% -$4.43K 0.05% 256
2019
Q3
$73K Buy
274
+17
+7% +$4.53K 0.04% 245
2019
Q2
$67K Hold
257
0.04% 258
2019
Q1
$67K Sell
257
-150
-37% -$39.1K 0.04% 254
2018
Q4
$80K Buy
+407
New +$80K 0.05% 229
2017
Q1
$37K Buy
+316
New +$37K 0.03% 327