Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$124K Hold
5,118
0.04% 83
2025
Q1
$130K Hold
5,118
0.04% 78
2024
Q4
$136K Hold
5,118
0.04% 78
2024
Q3
$148K Hold
5,118
0.05% 74
2024
Q2
$143K Sell
5,118
-104
-2% -$2.91K 0.05% 71
2024
Q1
$145K Buy
5,222
+104
+2% +$2.89K 0.05% 74
2023
Q4
$147K Sell
5,118
-1,300
-20% -$37.4K 0.05% 70
2023
Q3
$213K Hold
6,418
0.1% 53
2023
Q2
$262K Hold
6,418
0.14% 50
2023
Q1
$262K Hold
6,418
0.14% 50
2022
Q4
$329K Sell
6,418
-400
-6% -$20.5K 0.18% 39
2022
Q3
$298K Hold
6,818
0.39% 40
2022
Q2
$357K Sell
6,818
-840
-11% -$44K 0.44% 37
2022
Q1
$396K Hold
7,658
0.44% 42
2021
Q4
$452K Hold
7,658
0.51% 36
2021
Q3
$329K Sell
7,658
-1,300
-15% -$55.9K 0.4% 42
2021
Q2
$351K Buy
8,958
+2,600
+41% +$102K 0.44% 37
2021
Q1
$230K Buy
6,358
+5,240
+469% +$190K 0.33% 52
2020
Q4
$41K Sell
1,118
-60
-5% -$2.2K 0.07% 125
2020
Q3
$41K Hold
1,178
0.08% 109
2020
Q2
$37K Buy
1,178
+1,054
+850% +$33.1K 0.09% 98
2020
Q1
$4K Hold
124
0.01% 208
2019
Q4
$5K Hold
124
0.02% 199
2019
Q3
$4K Hold
124
0.01% 209
2019
Q2
$5K Hold
124
0.02% 202
2019
Q1
$5K Hold
124
0.02% 194
2018
Q4
$5K Hold
124
0.02% 192
2018
Q3
$5K Hold
124
0.02% 213
2018
Q2
$4K Hold
124
0.02% 211
2018
Q1
$4K Hold
124
0.02% 181
2017
Q4
$4K Hold
124
0.02% 176
2017
Q3
$4K Hold
124
0.02% 178
2017
Q2
$4K Hold
124
0.02% 153
2017
Q1
$4K Hold
124
0.02% 152
2016
Q4
$4K Hold
124
0.02% 148
2016
Q3
$4K Hold
124
0.02% 147
2016
Q2
$4K Sell
124
-57
-31% -$1.84K 0.02% 148
2016
Q1
$5K Hold
181
0.03% 142
2015
Q4
$6K Hold
181
0.04% 132
2015
Q3
$5K Hold
181
0.03% 137
2015
Q2
$6K Hold
181
0.04% 131
2015
Q1
$6K Hold
181
0.04% 124
2014
Q4
$5K Hold
181
0.03% 132
2014
Q3
$5K Hold
181
0.04% 123
2014
Q2
$5K Hold
181
0.04% 123
2014
Q1
$6K Hold
181
0.05% 119
2013
Q4
$5K Buy
+181
New +$5K 0.05% 124