Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$506K Hold
3,805
0.27% 49
2025
Q1
$440K Hold
3,805
0.25% 47
2024
Q4
$563K Hold
3,805
0.35% 44
2024
Q3
$497K Hold
3,805
0.31% 45
2024
Q2
$400K Hold
3,805
0.27% 48
2024
Q1
$383K Hold
3,805
0.26% 50
2023
Q4
$315K Hold
3,805
0.22% 60
2023
Q3
$234K Hold
3,805
0.18% 68
2023
Q2
$213K Buy
+3,805
New +$213K 0.15% 80
2022
Q2
Sell
-3,805
Closed -$222K 71
2022
Q1
$222K Hold
3,805
0.21% 65
2021
Q4
$284K Hold
3,805
0.24% 61
2021
Q3
$232K Hold
3,805
0.21% 63
2021
Q2
$225K Hold
3,805
0.2% 64
2021
Q1
$186K Hold
3,805
0.18% 67
2020
Q4
$154K Buy
+3,805
New +$154K 0.12% 97