Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Hold
3,500
0.09% 106
2025
Q1
$263K Hold
3,500
0.09% 106
2024
Q4
$268K Hold
3,500
0.09% 110
2024
Q3
$273K Hold
3,500
0.09% 109
2024
Q2
$250K Hold
3,500
0.09% 108
2024
Q1
$284K Hold
3,500
0.1% 109
2023
Q4
$256K Hold
3,500
0.1% 115
2023
Q3
$231K Hold
3,500
0.1% 121
2023
Q2
$260K Hold
3,500
0.12% 115
2023
Q1
$270K Hold
3,500
0.13% 110
2022
Q4
$268K Hold
3,500
0.14% 109
2022
Q3
$247K Hold
3,500
0.13% 107
2022
Q2
$296K Hold
3,500
0.15% 101
2022
Q1
$286K Sell
3,500
-25
-0.7% -$2.04K 0.13% 113
2021
Q4
$277K Hold
3,525
0.12% 116
2021
Q3
$277K Hold
3,525
0.13% 109
2021
Q2
$274K Hold
3,525
0.13% 110
2021
Q1
$278K Hold
3,525
0.14% 109
2020
Q4
$262K Hold
3,525
0.14% 105
2020
Q3
$219K Hold
3,525
0.13% 104
2020
Q2
$193K Hold
3,525
0.12% 119
2020
Q1
$161K Hold
3,525
0.12% 124
2019
Q4
$302K Hold
3,525
0.21% 106
2019
Q3
$279K Hold
3,525
0.21% 102
2019
Q2
$249K Hold
3,525
0.2% 105
2019
Q1
$235K Hold
3,525
0.2% 107
2018
Q4
$221K Buy
+3,525
New +$221K 0.22% 103