Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Hold
2,990
0.05% 140
2025
Q1
$224K Hold
2,990
0.05% 129
2024
Q4
$229K Hold
2,990
0.06% 122
2024
Q3
$233K Buy
2,990
+2,800
+1,474% +$219K 0.06% 123
2024
Q2
$13.6K Hold
190
﹤0.01% 319
2024
Q1
$15.4K Hold
190
﹤0.01% 326
2023
Q4
$13.9K Sell
190
-71
-27% -$5.19K ﹤0.01% 334
2023
Q3
$17.2K Hold
261
0.01% 306
2023
Q2
$19.4K Hold
261
0.01% 314
2023
Q1
$20.2K Buy
261
+71
+37% +$5.48K 0.01% 309
2022
Q4
$14.5K Hold
190
﹤0.01% 319
2022
Q3
$13.4K Hold
190
﹤0.01% 320
2022
Q2
$16.1K Hold
190
0.01% 323
2022
Q1
$15.5K Buy
190
+20
+12% +$1.63K ﹤0.01% 339
2021
Q4
$13.4K Hold
170
﹤0.01% 353
2021
Q3
$13.3K Hold
170
﹤0.01% 331
2021
Q2
$13.2K Hold
170
﹤0.01% 334
2021
Q1
$13.4K Hold
170
0.01% 309
2020
Q4
$12.6K Hold
170
0.01% 292
2020
Q3
$10.6K Hold
170
0.01% 295
2020
Q2
$9.29K Sell
170
-2,469
-94% -$135K 0.01% 321
2020
Q1
$120K Sell
2,639
-1,741
-40% -$79.4K 0.08% 115
2019
Q4
$375K Buy
4,380
+130
+3% +$11.1K 0.2% 82
2019
Q3
$337K Buy
4,250
+3,996
+1,573% +$317K 0.2% 82
2019
Q2
$18K Buy
254
+24
+10% +$1.7K 0.01% 258
2019
Q1
$15.4K Hold
230
0.01% 274
2018
Q4
$14.4K Hold
230
0.01% 278
2018
Q3
$16.8K Hold
230
0.01% 273
2018
Q2
$15.7K Hold
230
0.01% 281
2018
Q1
$13.8K Hold
230
0.01% 286
2017
Q4
$14K Hold
230
0.01% 299
2017
Q3
$12.4K Sell
230
-16
-7% -$863 0.01% 312
2017
Q2
$12.4K Hold
246
0.01% 308
2017
Q1
$12.8K Sell
246
-14
-5% -$727 0.01% 295
2016
Q4
$14.4K Buy
+260
New +$14.4K 0.01% 288