Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Hold
1,979
0.05% 214
2025
Q1
$220K Hold
1,979
0.06% 190
2024
Q4
$205K Hold
1,979
0.06% 204
2024
Q3
$221K Hold
1,979
0.06% 198
2024
Q2
$177K Buy
1,979
+25
+1% +$2.23K 0.06% 217
2024
Q1
$168K Hold
1,954
0.06% 216
2023
Q4
$161K Hold
1,954
0.06% 207
2023
Q3
$150K Hold
1,954
0.07% 191
2023
Q2
$136K Hold
1,954
0.07% 204
2023
Q1
$126K Sell
1,954
-7
-0.4% -$452 0.07% 191
2022
Q4
$141K Hold
1,961
0.08% 160
2022
Q3
$110K Hold
1,961
0.07% 178
2022
Q2
$109K Buy
1,961
+1
+0.1% +$56 0.07% 178
2022
Q1
$126K Buy
1,960
+666
+51% +$42.8K 0.07% 186
2021
Q4
$76K Buy
1,294
+672
+108% +$39.5K 0.05% 209
2021
Q3
$32K Hold
622
0.03% 219
2021
Q2
$33K Buy
+622
New +$33K 0.03% 217
2020
Q4
$28K Buy
+622
New +$28K 0.03% 224