Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$935K Hold
5,915
0.28% 21
2025
Q1
$641K Buy
5,915
+45
+0.8% +$4.88K 0.2% 24
2024
Q4
$788K Hold
5,870
0.23% 27
2024
Q3
$713K Hold
5,870
0.22% 29
2024
Q2
$725K Hold
5,870
0.24% 27
2024
Q1
$530K Hold
5,870
0.17% 33
2023
Q4
$291K Hold
5,870
0.1% 46
2023
Q3
$255K Sell
5,870
-1,050
-15% -$45.7K 0.12% 47
2023
Q2
$192K Hold
6,920
0.1% 59
2023
Q1
$192K Hold
6,920
0.1% 59
2022
Q4
$101K Hold
6,920
0.06% 82
2022
Q3
$84K Buy
6,920
+1,000
+17% +$12.1K 0.11% 85
2022
Q2
$90K Hold
5,920
0.11% 86
2022
Q1
$162K Buy
5,920
+2,000
+51% +$54.7K 0.18% 67
2021
Q4
$115K Hold
3,920
0.13% 85
2021
Q3
$81K Buy
3,920
+1,000
+34% +$20.7K 0.1% 97
2021
Q2
$58K Hold
2,920
0.07% 117
2021
Q1
$39K Hold
2,920
0.06% 129
2020
Q4
$38K Hold
2,920
0.06% 128
2020
Q3
$40K Buy
2,920
+520
+22% +$7.12K 0.08% 110
2020
Q2
$23K Hold
2,400
0.06% 117
2020
Q1
$16K Hold
2,400
0.04% 127
2019
Q4
$14K Hold
2,400
0.04% 145
2019
Q3
$10K Buy
2,400
+1,200
+100% +$5K 0.03% 167
2019
Q2
$5K Buy
1,200
+800
+200% +$3.33K 0.02% 201
2019
Q1
$2K Buy
+400
New +$2K 0.01% 243