Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.83M Buy
17,473
+29
+0.2% +$6.36K 1.45% 27
2025
Q1
$3.32M Sell
17,444
-155
-0.9% -$29.5K 1.34% 26
2024
Q4
$3.86M Buy
17,599
+87
+0.5% +$19.1K 1.43% 26
2024
Q3
$3.26M Buy
17,512
+82
+0.5% +$15.3K 1.21% 32
2024
Q2
$3.37M Buy
17,430
+330
+2% +$63.8K 1.34% 28
2024
Q1
$3.08M Buy
17,100
+182
+1% +$32.8K 1.23% 34
2023
Q4
$2.57M Sell
16,918
-730
-4% -$111K 1.13% 37
2023
Q3
$2.24M Buy
17,648
+19
+0.1% +$2.42K 1.05% 39
2023
Q2
$2.3M Buy
17,629
+16,874
+2,235% +$2.2M 1.05% 40
2023
Q1
$77K Sell
755
-45
-6% -$4.59K 0.04% 115
2022
Q4
$67K Buy
800
+40
+5% +$3.35K 0.03% 122
2022
Q3
$86K Hold
760
0.05% 112
2022
Q2
$81K Hold
760
0.04% 116
2022
Q1
$124K Sell
760
-520
-41% -$84.8K 0.06% 111
2021
Q4
$213K Hold
1,280
0.09% 100
2021
Q3
$210K Hold
1,280
0.1% 97
2021
Q2
$220K Buy
1,280
+120
+10% +$20.6K 0.1% 96
2021
Q1
$179K Hold
1,160
0.09% 101
2020
Q4
$189K Hold
1,160
0.1% 97
2020
Q3
$183K Buy
1,160
+60
+5% +$9.47K 0.11% 96
2020
Q2
$152K Buy
1,100
+200
+22% +$27.6K 0.09% 103
2020
Q1
$88K Hold
900
0.07% 106
2019
Q4
$83K Hold
900
0.05% 114
2019
Q3
$78K Hold
900
0.06% 112
2019
Q2
$85K Hold
900
0.06% 116
2019
Q1
$80K Hold
900
0.05% 115
2018
Q4
$68K Hold
900
0.05% 115
2018
Q3
$90K Buy
900
+700
+350% +$70K 0.05% 119
2018
Q2
$17K Hold
200
0.01% 161
2018
Q1
$14K Hold
200
0.01% 169
2017
Q4
$12K Buy
+200
New +$12K 0.01% 161