Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Hold
1,250
0.08% 111
2025
Q1
$220K Hold
1,250
0.08% 110
2024
Q4
$235K Hold
1,250
0.08% 114
2024
Q3
$240K Hold
1,250
0.08% 115
2024
Q2
$226K Hold
1,250
0.08% 112
2024
Q1
$221K Sell
1,250
-57
-4% -$10.1K 0.08% 120
2023
Q4
$201K Hold
1,307
0.08% 125
2023
Q3
$182K Hold
1,307
0.08% 128
2023
Q2
$193K Hold
1,307
0.09% 131
2023
Q1
$199K Buy
1,307
+57
+5% +$8.66K 0.1% 128
2022
Q4
$169K Hold
1,250
0.09% 128
2022
Q3
$146K Hold
1,250
0.07% 126
2022
Q2
$152K Hold
1,250
0.08% 129
2022
Q1
$196K Hold
1,250
0.09% 126
2021
Q4
$227K Hold
1,250
0.1% 123
2021
Q3
$194K Hold
1,250
0.09% 123
2021
Q2
$188K Hold
1,250
0.09% 129
2021
Q1
$171K Hold
1,250
0.08% 129
2020
Q4
$158K Hold
1,250
0.08% 128
2020
Q3
$135K Hold
1,250
0.08% 125
2020
Q2
$121K Hold
1,250
0.08% 137
2020
Q1
$105K Hold
1,250
0.08% 144
2019
Q4
$144K Hold
1,250
0.1% 152
2019
Q3
$124K Hold
1,250
0.09% 153
2019
Q2
$125K Hold
1,250
0.1% 145
2019
Q1
$117K Hold
1,250
0.1% 144
2018
Q4
$89K Buy
+1,250
New +$89K 0.09% 154