Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.7K Hold
1,074
0.01% 187
2025
Q1
$107K Hold
1,074
0.01% 171
2024
Q4
$108K Hold
1,074
0.01% 167
2024
Q3
$97.9K Buy
1,074
+50
+5% +$4.56K 0.01% 165
2024
Q2
$83.5K Hold
1,024
0.01% 164
2024
Q1
$82.1K Hold
1,024
0.01% 158
2023
Q4
$71.9K Hold
1,024
0.01% 167
2023
Q3
$65K Hold
1,024
0.01% 174
2023
Q2
$63.2K Hold
1,024
0.01% 182
2023
Q1
$65.1K Hold
1,024
0.01% 179
2022
Q4
$67K Hold
1,024
0.01% 177
2022
Q3
$52K Hold
1,024
0.01% 179
2022
Q2
$57K Hold
1,024
0.01% 186
2022
Q1
$72K Hold
1,024
0.01% 182
2021
Q4
$60K Hold
1,024
0.01% 169
2021
Q3
$59K Hold
1,024
0.02% 162
2021
Q2
$57K Sell
1,024
-287
-22% -$16K 0.04% 160
2021
Q1
$66K Sell
1,311
-189
-13% -$9.52K 0.05% 156
2020
Q4
$58K Sell
1,500
-43
-3% -$1.66K 0.05% 151
2020
Q3
$40K Buy
1,543
+100
+7% +$2.59K 0.03% 176
2020
Q2
$48K Sell
1,443
-1,999
-58% -$66.5K 0.05% 155
2020
Q1
$75K Buy
3,442
+173
+5% +$3.77K 0.08% 122
2019
Q4
$247K Buy
3,269
+265
+9% +$20K 0.22% 77
2019
Q3
$221K Buy
3,004
+250
+9% +$18.4K 0.21% 82
2019
Q2
$190K Hold
2,754
0.17% 87
2019
Q1
$192K Hold
2,754
0.11% 96
2018
Q4
$149K Buy
2,754
+784
+40% +$42.4K 0.08% 88
2018
Q3
$134K Hold
1,970
0.06% 94
2018
Q2
$138K Hold
1,970
0.06% 98
2018
Q1
$112K Hold
1,970
0.04% 108
2017
Q4
$105K Hold
1,970
0.04% 112
2017
Q3
$109K Buy
+1,970
New +$109K 0.06% 97