Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Hold
424
0.01% 165
2025
Q1
$288K Hold
424
0.01% 170
2024
Q4
$267K Hold
424
0.01% 172
2024
Q3
$328K Hold
424
0.01% 165
2024
Q2
$350K Hold
424
0.02% 163
2024
Q1
$296K Hold
424
0.01% 170
2023
Q4
$246K Hold
424
0.01% 171
2023
Q3
$194K Hold
424
0.01% 174
2023
Q2
$206K Hold
424
0.01% 172
2023
Q1
$169K Hold
424
0.01% 170
2022
Q4
$160K Sell
424
-500
-54% -$189K 0.01% 175
2022
Q3
$280K Hold
924
0.02% 175
2022
Q2
$295K Hold
924
0.07% 126
2022
Q1
$338K Hold
924
0.06% 133
2021
Q4
$397K Hold
924
0.07% 128
2021
Q3
$309K Hold
924
0.06% 151
2021
Q2
$300K Hold
924
0.05% 158
2021
Q1
$305K Hold
924
0.05% 157
2020
Q4
$239K Hold
924
0.04% 178
2020
Q3
$179K Hold
924
0.03% 180
2020
Q2
$180K Hold
924
0.03% 176
2020
Q1
$133K Hold
924
0.03% 179
2019
Q4
$165K Hold
924
0.03% 194
2019
Q3
$147K Sell
924
-203
-18% -$32.3K 0.03% 192
2019
Q2
$133K Hold
1,127
0.02% 212
2019
Q1
$135K Hold
1,127
0.02% 210
2018
Q4
$101K Hold
1,127
0.02% 221
2018
Q3
$115K Hold
1,127
0.01% 228
2018
Q2
$116K Hold
1,127
0.01% 227
2018
Q1
$123K Buy
+1,127
New +$123K 0.02% 226