Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$186K Buy
585
+150
+34% +$47.7K 0.03% 114
2025
Q1
$113K Hold
435
0.02% 128
2024
Q4
$176K Buy
435
+10
+2% +$4.05K 0.03% 107
2024
Q3
$111K Hold
425
0.02% 129
2024
Q2
$84K Sell
425
-23
-5% -$4.55K 0.01% 145
2024
Q1
$79K Hold
448
0.01% 151
2023
Q4
$111K Sell
448
-2
-0.4% -$496 0.02% 120
2023
Q3
$113K Buy
450
+2
+0.4% +$502 0.02% 115
2023
Q2
$117K Hold
448
0.02% 110
2023
Q1
$93K Sell
448
-14
-3% -$2.91K 0.02% 127
2022
Q4
$57K Sell
462
-45
-9% -$5.55K 0.01% 149
2022
Q3
$134K Hold
507
0.03% 110
2022
Q2
$114K Buy
507
+177
+54% +$39.8K 0.03% 118
2022
Q1
$119K Sell
330
-3
-0.9% -$1.08K 0.02% 127
2021
Q4
$117K Hold
333
0.02% 124
2021
Q3
$86K Buy
333
+33
+11% +$8.52K 0.02% 126
2021
Q2
$68K Buy
300
+123
+69% +$27.9K 0.02% 144
2021
Q1
$39K Buy
177
+6
+4% +$1.32K 0.01% 162
2020
Q4
$40K Buy
171
+6
+4% +$1.4K 0.01% 151
2020
Q3
$24K Sell
165
-30
-15% -$4.36K 0.01% 175
2020
Q2
$14K Hold
195
﹤0.01% 226
2020
Q1
$7K Hold
195
﹤0.01% 272
2019
Q4
$5K Hold
195
﹤0.01% 294
2019
Q3
$3K Hold
195
﹤0.01% 306
2019
Q2
$3K Hold
195
﹤0.01% 309
2019
Q1
$4K Hold
195
﹤0.01% 270
2018
Q4
$4K Hold
195
﹤0.01% 262
2018
Q3
$3K Hold
195
﹤0.01% 287
2018
Q2
$4K Hold
195
﹤0.01% 284
2018
Q1
$3K Hold
195
﹤0.01% 300
2017
Q4
$4K Hold
195
﹤0.01% 274
2017
Q3
$4K Hold
195
﹤0.01% 237
2017
Q2
$5K Hold
195
﹤0.01% 232
2017
Q1
$4K Hold
195
﹤0.01% 281
2016
Q4
$3K Sell
195
-90
-32% -$1.39K ﹤0.01% 314
2016
Q3
$4K Buy
285
+105
+58% +$1.47K ﹤0.01% 254
2016
Q2
$3K Hold
180
﹤0.01% 237
2016
Q1
$3K Hold
180
﹤0.01% 232
2015
Q4
$3K Hold
180
﹤0.01% 192
2015
Q3
$3K Hold
180
﹤0.01% 181
2015
Q2
$3K Hold
180
﹤0.01% 205
2015
Q1
$2K Buy
+180
New +$2K ﹤0.01% 222