Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$909K Hold
4,159
0.48% 27
2025
Q1
$581K Hold
4,159
0.34% 39
2024
Q4
$693K Hold
4,159
0.43% 35
2024
Q3
$709K Hold
4,159
0.44% 36
2024
Q2
$587K Hold
4,159
0.4% 41
2024
Q1
$522K Hold
4,159
0.35% 47
2023
Q4
$438K Hold
4,159
0.3% 48
2023
Q3
$441K Hold
4,159
0.33% 46
2023
Q2
$495K Hold
4,159
0.35% 46
2023
Q1
$386K Hold
4,159
0.28% 50
2022
Q4
$340K Hold
4,159
0.26% 56
2022
Q3
$254K Hold
4,159
0.28% 51
2022
Q2
$291K Hold
4,159
0.31% 46
2022
Q1
$344K Hold
4,159
0.32% 44
2021
Q4
$363K Hold
4,159
0.31% 48
2021
Q3
$362K Hold
4,159
0.33% 41
2021
Q2
$324K Hold
4,159
0.3% 52
2021
Q1
$292K Hold
4,159
0.29% 55
2020
Q4
$269K Buy
+4,159
New +$269K 0.22% 63