Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Hold
1,000
0.12% 122
2025
Q1
$266K Hold
1,000
0.12% 123
2024
Q4
$251K Hold
1,000
0.12% 128
2024
Q3
$220K Buy
+1,000
New +$220K 0.1% 137
2022
Q2
Sell
-1,000
Closed -$209K 125
2022
Q1
$209K Hold
1,000
0.12% 122
2021
Q4
$245K Buy
+1,000
New +$245K 0.13% 110
2021
Q2
Sell
-1,000
Closed -$209K 118
2021
Q1
$209K Buy
+1,000
New +$209K 0.13% 107
2020
Q3
Sell
-1,000
Closed -$139K 180
2020
Q2
$139K Sell
1,000
-1,000
-50% -$139K 0.1% 122
2020
Q1
$245K Buy
2,000
+1,000
+100% +$123K 0.1% 127
2019
Q4
$139K Buy
+1,000
New +$139K 0.12% 121