Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
3,798
-85
-2% -$6.04K 0.06% 96
2025
Q1
$246K Hold
3,883
0.06% 94
2024
Q4
$294K Hold
3,883
0.07% 89
2024
Q3
$343K Sell
3,883
-689
-15% -$60.9K 0.09% 80
2024
Q2
$345K Hold
4,572
0.1% 83
2024
Q1
$430K Hold
4,572
0.12% 78
2023
Q4
$496K Hold
4,572
0.16% 68
2023
Q3
$437K Hold
4,572
0.16% 71
2023
Q2
$505K Hold
4,572
0.18% 69
2023
Q1
$561K Hold
4,572
0.2% 65
2022
Q4
$535K Sell
4,572
-920
-17% -$108K 0.19% 69
2022
Q3
$456K Hold
5,492
0.17% 76
2022
Q2
$561K Hold
5,492
0.19% 72
2022
Q1
$739K Hold
5,492
0.21% 65
2021
Q4
$915K Sell
5,492
-56
-1% -$9.33K 0.25% 61
2021
Q3
$806K Hold
5,548
0.23% 63
2021
Q2
$857K Hold
5,548
0.25% 60
2021
Q1
$737K Buy
5,548
+458
+9% +$60.8K 0.2% 63
2020
Q4
$720K Hold
5,090
0.22% 59
2020
Q3
$638K Sell
5,090
-303
-6% -$38K 0.21% 58
2020
Q2
$528K Hold
5,393
0.19% 68
2020
Q1
$446K Hold
5,393
0.19% 67
2019
Q4
$546K Hold
5,393
0.21% 55
2019
Q3
$506K Hold
5,393
0.21% 56
2019
Q2
$452K Hold
5,393
0.19% 62
2019
Q1
$454K Hold
5,393
0.19% 61
2018
Q4
$399K Hold
5,393
0.19% 65
2018
Q3
$456K Hold
5,393
0.23% 54
2018
Q2
$429K Sell
5,393
-300
-5% -$23.9K 0.21% 57
2018
Q1
$378K Hold
5,693
0.15% 67
2017
Q4
$356K Buy
+5,693
New +$356K 0.14% 68