Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.78M Buy
5,547
+148
+3% +$74.2K 0.29% 70
2025
Q1
$2.51M Buy
+5,399
New +$2.51M 0.28% 72
2023
Q2
Sell
-1,200
Closed -$367K 567
2023
Q1
$367K Hold
1,200
0.05% 161
2022
Q4
$334K Hold
1,200
0.05% 166
2022
Q3
$292K Hold
1,200
0.04% 169
2022
Q2
$326K Hold
1,200
0.04% 164
2022
Q1
$405K Hold
1,200
0.05% 158
2021
Q4
$469K Hold
1,200
0.05% 153
2021
Q3
$426K Hold
1,200
0.05% 149
2021
Q2
$435K Hold
1,200
0.05% 148
2021
Q1
$358K Hold
1,200
0.04% 162
2020
Q4
$348K Hold
1,200
0.04% 162
2020
Q3
$348K Hold
1,200
0.05% 160
2020
Q2
$330K Hold
1,200
0.05% 150
2020
Q1
$254K Hold
1,200
0.04% 155
2019
Q4
$285K Hold
1,200
0.04% 168
2019
Q3
$246K Hold
1,200
0.03% 181
2019
Q2
$234K Hold
1,200
0.03% 179
2019
Q1
$217K Hold
1,200
0.03% 189
2018
Q4
$168K Hold
1,200
0.03% 201
2018
Q3
$201K Hold
1,200
0.03% 204
2018
Q2
$205K Hold
1,200
0.03% 199
2018
Q1
$194K Hold
1,200
0.03% 204
2017
Q4
$177K Hold
1,200
0.02% 219
2017
Q3
$167K Hold
1,200
0.02% 224
2017
Q2
$146K Hold
1,200
0.02% 236
2017
Q1
$134K Hold
1,200
0.02% 253
2016
Q4
$113K Buy
+1,200
New +$113K 0.02% 257