Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$497K Hold
5,780
0.23% 62
2025
Q1
$483K Hold
5,780
0.25% 59
2024
Q4
$487K Hold
5,780
0.26% 59
2024
Q3
$506K Hold
5,780
0.28% 59
2024
Q2
$458K Sell
5,780
-100
-2% -$7.93K 0.26% 61
2024
Q1
$550K Hold
5,880
0.33% 52
2023
Q4
$510K Hold
5,880
0.34% 53
2023
Q3
$429K Sell
5,880
-525
-8% -$38.3K 0.29% 58
2023
Q2
$553K Hold
6,405
0.35% 54
2023
Q1
$468K Hold
6,405
0.31% 58
2022
Q4
$431K Hold
6,405
0.3% 57
2022
Q3
$384K Hold
6,405
0.31% 59
2022
Q2
$381K Hold
6,405
0.29% 62
2022
Q1
$447K Hold
6,405
0.29% 58
2021
Q4
$516K Buy
+6,405
New +$516K 0.32% 53
2021
Q1
$447K Buy
+6,405
New +$447K 0.29% 58