Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$578 Hold
255
0.02% 162
2025
Q1
$423 Hold
255
0.02% 179
2024
Q4
$504K Hold
255
0.02% 178
2024
Q3
$443 Hold
255
0.01% 188
2024
Q2
$44.3K Hold
255
0.02% 190
2024
Q1
$35K Buy
255
+2
+0.8% +$275 0.01% 186
2023
Q4
$26K Hold
253
0.01% 199
2023
Q3
$22K Hold
253
0.01% 203
2023
Q2
$25.5K Hold
253
0.01% 195
2023
Q1
$23.5K Sell
253
-60
-19% -$5.58K 0.01% 194
2022
Q4
$23K Hold
313
0.01% 180
2022
Q3
$21K Hold
313
0.01% 197
2022
Q2
$26K Hold
313
0.01% 194
2022
Q1
$33K Sell
313
-150
-32% -$15.8K 0.01% 195
2021
Q4
$56K Sell
463
-325
-41% -$39.3K 0.02% 182
2021
Q3
$88K Hold
788
0.03% 164
2021
Q2
$95K Hold
788
0.04% 158
2021
Q1
$93K Hold
788
0.04% 155
2020
Q4
$86K Buy
788
+125
+19% +$13.6K 0.04% 155
2020
Q3
$54K Buy
663
+350
+112% +$28.5K 0.03% 164
2020
Q2
$18K Hold
313
0.01% 209
2020
Q1
$15K Hold
313
0.01% 206
2019
Q4
$18K Hold
313
0.01% 214
2019
Q3
$15K Hold
313
0.01% 221
2019
Q2
$12K Hold
313
0.01% 246
2019
Q1
$13K Hold
313
0.01% 234
2018
Q4
$11.6K Hold
313
0.01% 240
2018
Q3
$13.8K Sell
313
-72
-19% -$3.18K 0.01% 247
2018
Q2
$14.1K Hold
385
0.01% 242
2018
Q1
$16.8K Sell
385
-15
-4% -$656 0.01% 245
2017
Q4
$15.9K Hold
400
0.01% 229
2017
Q3
$15K Hold
400
0.01% 257
2017
Q2
$14K Hold
400
0.01% 268
2017
Q1
$13.1K Buy
+400
New +$13.1K 0.01% 284