Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Hold
13,000
0.18% 70
2025
Q1
$439K Hold
13,000
0.23% 60
2024
Q4
$384K Hold
13,000
0.19% 63
2024
Q3
$408K Hold
13,000
0.2% 59
2024
Q2
$469K Hold
13,000
0.24% 51
2024
Q1
$490K Hold
13,000
0.27% 51
2023
Q4
$460K Hold
13,000
0.29% 51
2023
Q3
$503K Hold
13,000
0.39% 44
2023
Q2
$459K Hold
13,000
0.34% 45
2023
Q1
$493K Hold
13,000
0.43% 43
2022
Q4
$454K Hold
13,000
0.46% 43
2022
Q3
$371K Hold
13,000
0.37% 47
2022
Q2
$369K Hold
13,000
0.33% 52
2022
Q1
$382K Hold
13,000
0.27% 60
2021
Q4
$346K Sell
13,000
-200
-2% -$5.32K 0.21% 69
2021
Q3
$361K Buy
13,200
+200
+2% +$5.47K 0.25% 67
2021
Q2
$343K Hold
13,000
0.24% 63
2021
Q1
$317K Hold
13,000
0.25% 65
2020
Q4
$267K Hold
13,000
0.22% 65
2020
Q3
$227K Hold
13,000
0.21% 64
2020
Q2
$303K Sell
13,000
-200
-2% -$4.66K 0.31% 54
2020
Q1
$322K Hold
13,200
0.46% 46
2019
Q4
$498K Buy
+13,200
New +$498K 0.48% 52