Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
1,679
+423
+34% +$92.5K 0.19% 85
2025
Q1
$176K Hold
1,256
0.1% 102
2024
Q4
$209K Hold
1,256
0.12% 94
2024
Q3
$214K Hold
1,256
0.11% 99
2024
Q2
$177K Hold
1,256
0.12% 97
2024
Q1
$158K Hold
1,256
0.11% 102
2023
Q4
$132K Hold
1,256
0.1% 107
2023
Q3
$133K Hold
1,256
0.11% 106
2023
Q2
$150K Buy
1,256
+186
+17% +$22.2K 0.12% 98
2023
Q1
$99.4K Hold
1,070
0.09% 113
2022
Q4
$87.5K Hold
1,070
0.07% 136
2022
Q3
$65K Hold
1,070
0.06% 141
2022
Q2
$75K Sell
1,070
-58
-5% -$4.07K 0.06% 151
2022
Q1
$93K Hold
1,128
0.06% 152
2021
Q4
$98K Hold
1,128
0.06% 164
2021
Q3
$98K Buy
1,128
+58
+5% +$5.04K 0.06% 174
2021
Q2
$83K Hold
1,070
0.1% 176
2021
Q1
$75K Buy
+1,070
New +$75K 0.1% 174
2020
Q4
Sell
-887
Closed -$53K 170
2020
Q3
$53K Hold
887
0.12% 126
2020
Q2
$49K Sell
887
-100
-10% -$5.52K 0.12% 115
2020
Q1
$48K Buy
987
+360
+57% +$17.5K 0.18% 82
2019
Q4
$33K Buy
+627
New +$33K 0.07% 140