Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Hold
1,200
0.03% 294
2025
Q1
$110K Hold
1,200
0.03% 288
2024
Q4
$102K Hold
1,200
0.03% 299
2024
Q3
$94.9K Hold
1,200
0.03% 313
2024
Q2
$89.7K Hold
1,200
0.03% 304
2024
Q1
$93.9K Hold
1,200
0.03% 293
2023
Q4
$83.5K Hold
1,200
0.03% 293
2023
Q3
$76K Hold
1,200
0.04% 277
2023
Q2
$71.3K Hold
1,200
0.04% 272
2023
Q1
$69.6K Sell
1,200
-2
-0.2% -$116 0.04% 262
2022
Q4
$70.1K Hold
1,202
0.04% 258
2022
Q3
$60K Hold
1,202
0.04% 244
2022
Q2
$71K Hold
1,202
0.04% 226
2022
Q1
$78K Hold
1,202
0.04% 230
2021
Q4
$69K Buy
1,202
+2
+0.2% +$115 0.04% 215
2021
Q3
$65K Hold
1,200
0.05% 163
2021
Q2
$66K Buy
+1,200
New +$66K 0.05% 162
2020
Q4
$54K Buy
+1,200
New +$54K 0.05% 170