Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$712K Buy
2,551
+1,351
+113% +$377K 0.38% 37
2025
Q1
$374K Hold
1,200
0.22% 55
2024
Q4
$313K Hold
1,200
0.19% 62
2024
Q3
$387K Hold
1,200
0.24% 50
2024
Q2
$375K Hold
1,200
0.25% 50
2024
Q1
$341K Hold
1,200
0.23% 57
2023
Q4
$346K Hold
1,200
0.24% 55
2023
Q3
$323K Hold
1,200
0.24% 54
2023
Q2
$266K Hold
1,200
0.19% 68
2023
Q1
$290K Hold
1,200
0.21% 62
2022
Q4
$315K Hold
1,200
0.24% 58
2022
Q3
$270K Hold
1,200
0.3% 47
2022
Q2
$292K Hold
1,200
0.31% 45
2022
Q1
$290K Hold
1,200
0.27% 54
2021
Q4
$270K Hold
1,200
0.23% 65
2021
Q3
$255K Hold
1,200
0.23% 60
2021
Q2
$293K Hold
1,200
0.27% 56
2021
Q1
$299K Hold
1,200
0.3% 52
2020
Q4
$276K Buy
+1,200
New +$276K 0.22% 61