Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.1K Hold
500
0.01% 324
2025
Q1
$36.6K Hold
500
0.02% 293
2024
Q4
$37.5K Hold
500
0.02% 286
2024
Q3
$39.5K Hold
500
0.02% 278
2024
Q2
$37.1K Hold
500
0.02% 268
2024
Q1
$43K Hold
500
0.03% 254
2023
Q4
$36.8K Hold
500
0.02% 258
2023
Q3
$37.1K Hold
500
0.03% 259
2023
Q2
$34.1K Hold
500
0.02% 269
2023
Q1
$34.1K Hold
500
0.02% 269
2022
Q4
$32.1K Hold
500
0.02% 270
2022
Q3
$29K Hold
500
0.02% 279
2022
Q2
$27K Hold
500
0.02% 284
2022
Q1
$30K Hold
500
0.02% 288
2021
Q4
$38K Hold
500
0.02% 271
2021
Q3
$35K Hold
500
0.02% 272
2021
Q2
$35K Hold
500
0.02% 266
2021
Q1
$35K Hold
500
0.03% 260
2020
Q4
$35K Sell
500
-98
-16% -$6.86K 0.03% 248
2020
Q3
$38K Hold
598
0.04% 225
2020
Q2
$34K Hold
598
0.04% 231
2020
Q1
$28K Hold
598
0.03% 244
2019
Q4
$38K Buy
+598
New +$38K 0.04% 245