Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69K Hold
6,235
0.01% 350
2025
Q1
$57K Hold
6,235
0.01% 361
2024
Q4
$49K Sell
6,235
-294
-5% -$2.31K 0.01% 358
2024
Q3
$81K Sell
6,529
-65
-1% -$806 0.01% 302
2024
Q2
$39K Buy
6,594
+65
+1% +$384 0.01% 431
2024
Q1
$43K Sell
6,529
-70
-1% -$461 0.01% 427
2023
Q4
$68K Buy
6,599
+70
+1% +$721 0.01% 358
2023
Q3
$46K Hold
6,529
0.01% 395
2023
Q2
$82K Hold
6,529
0.01% 329
2023
Q1
$55K Hold
6,529
0.01% 370
2022
Q4
$37K Buy
6,529
+294
+5% +$1.67K 0.01% 418
2022
Q3
$27K Hold
6,235
0.01% 460
2022
Q2
$61K Hold
6,235
0.01% 331
2022
Q1
$112K Hold
6,235
0.02% 277
2021
Q4
$239K Hold
6,235
0.04% 210
2021
Q3
$312K Hold
6,235
0.06% 189
2021
Q2
$395K Hold
6,235
0.07% 171
2021
Q1
$415K Hold
6,235
0.08% 163
2020
Q4
$428K Hold
6,235
0.09% 142
2020
Q3
$311K Sell
6,235
-265
-4% -$13.2K 0.07% 155
2020
Q2
$272K Sell
6,500
-732
-10% -$30.6K 0.06% 162
2020
Q1
$112K Hold
7,232
0.03% 205
2019
Q4
$153K Hold
7,232
0.04% 211
2019
Q3
$122K Hold
7,232
0.03% 224
2019
Q2
$130K Hold
7,232
0.04% 213
2019
Q1
$147K Hold
7,232
0.04% 193
2018
Q4
$104K Hold
7,232
0.03% 207
2018
Q3
$135K Hold
7,232
0.05% 191
2018
Q2
$167K Buy
+7,232
New +$167K 0.06% 178