Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
2,870
+152
+6% +$12.4K 0.07% 209
2025
Q1
$270K Hold
2,718
0.09% 179
2024
Q4
$273K Hold
2,718
0.09% 183
2024
Q3
$248K Hold
2,718
0.07% 193
2024
Q2
$222K Hold
2,718
0.07% 189
2024
Q1
$218K Hold
2,718
0.06% 193
2023
Q4
$191K Hold
2,718
0.06% 196
2023
Q3
$172K Buy
2,718
+1,527
+128% +$96.9K 0.06% 193
2023
Q2
$73.5K Hold
1,191
0.03% 302
2023
Q1
$75.7K Hold
1,191
0.03% 297
2022
Q4
$78K Hold
1,191
0.03% 286
2022
Q3
$61K Hold
1,191
0.03% 298
2022
Q2
$66K Hold
1,191
0.03% 286
2022
Q1
$84K Hold
1,191
0.03% 267
2021
Q4
$70K Hold
1,191
0.02% 300
2021
Q3
$69K Hold
1,191
0.03% 295
2021
Q2
$66K Hold
1,191
0.03% 303
2021
Q1
$60K Sell
1,191
-1,034
-46% -$52.1K 0.03% 306
2020
Q4
$85K Sell
2,225
-197
-8% -$7.53K 0.05% 253
2020
Q3
$63K Hold
2,422
0.04% 277
2020
Q2
$80K Hold
2,422
0.06% 231
2020
Q1
$53K Sell
2,422
-200
-8% -$4.38K 0.05% 251
2019
Q4
$198K Hold
2,622
0.14% 142
2019
Q3
$193K Sell
2,622
-782
-23% -$57.6K 0.11% 135
2019
Q2
$234K Hold
3,404
0.13% 115
2019
Q1
$238K Buy
3,404
+200
+6% +$14K 0.14% 113
2018
Q4
$173K Buy
+3,204
New +$173K 0.11% 139
2017
Q1
$34K Buy
+613
New +$34K 0.02% 341