Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$901 Hold
750
0.04% 148
2025
Q1
$1.1K Hold
750
0.04% 139
2024
Q4
$1.22M Sell
750
-75
-9% -$122K 0.04% 136
2024
Q3
$1.34K Sell
825
-1,500
-65% -$2.44K 0.03% 136
2024
Q2
$317K Buy
2,325
+885
+61% +$121K 0.13% 95
2024
Q1
$220K Hold
1,440
0.09% 119
2023
Q4
$206K Hold
1,440
0.1% 120
2023
Q3
$189K Hold
1,440
0.09% 117
2023
Q2
$229K Hold
1,440
0.11% 113
2023
Q1
$228K Hold
1,440
0.12% 111
2022
Q4
$202K Sell
1,440
-175
-11% -$24.5K 0.11% 109
2022
Q3
$207K Sell
1,615
-15
-0.9% -$1.92K 0.11% 114
2022
Q2
$230K Hold
1,630
0.12% 110
2022
Q1
$227K Hold
1,630
0.1% 122
2021
Q4
$284K Buy
1,630
+90
+6% +$15.7K 0.1% 113
2021
Q3
$255K Buy
1,540
+125
+9% +$20.7K 0.1% 116
2021
Q2
$255K Hold
1,415
0.1% 115
2021
Q1
$273K Buy
1,415
+90
+7% +$17.4K 0.12% 110
2020
Q4
$268K Hold
1,325
0.12% 105
2020
Q3
$278K Hold
1,325
0.15% 92
2020
Q2
$291K Sell
1,325
-25
-2% -$5.49K 0.17% 89
2020
Q1
$234K Hold
1,350
0.16% 92
2019
Q4
$207K Hold
1,350
0.12% 113
2019
Q3
$205K Hold
1,350
0.12% 109
2019
Q2
$207K Hold
1,350
0.12% 107
2019
Q1
$217K Sell
1,350
-50
-4% -$8.04K 0.14% 105
2018
Q4
$216K Hold
1,400
0.15% 101
2018
Q3
$211K Hold
1,400
0.12% 110
2018
Q2
$189K Hold
1,400
0.12% 112
2018
Q1
$186K Hold
1,400
0.11% 117
2017
Q4
$208K Hold
1,400
0.13% 111
2017
Q3
$185K Hold
1,400
0.11% 121
2017
Q2
$187K Sell
1,400
-250
-15% -$33.3K 0.11% 121
2017
Q1
$222K Sell
1,650
-450
-21% -$60.7K 0.14% 113
2016
Q4
$252K Hold
2,100
0.17% 101
2016
Q3
$263K Hold
2,100
0.18% 99
2016
Q2
$291K Hold
2,100
0.21% 95
2016
Q1
$265K Hold
2,100
0.2% 95
2015
Q4
$266K Hold
2,100
0.21% 96
2015
Q3
$243K Hold
2,100
0.2% 96
2015
Q2
$218K Hold
2,100
0.16% 97
2015
Q1
$232K Hold
2,100
0.17% 98
2014
Q4
$219K Hold
2,100
0.16% 99
2014
Q3
$202K Hold
2,100
0.15% 100
2014
Q2
$192K Hold
2,100
0.14% 102
2014
Q1
$185K Hold
2,100
0.14% 104
2013
Q4
$195K Hold
2,100
0.14% 99
2013
Q3
$172K Hold
2,100
0.13% 103
2013
Q2
$175K Buy
+2,100
New +$175K 0.15% 104