Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Hold
7,562
0.04% 216
2025
Q1
$284K Hold
7,562
0.04% 214
2024
Q4
$285K Sell
7,562
-11
-0.1% -$415 0.04% 214
2024
Q3
$310K Buy
7,573
+11
+0.1% +$450 0.04% 205
2024
Q2
$291K Hold
7,562
0.04% 200
2024
Q1
$324K Hold
7,562
0.05% 185
2023
Q4
$280K Buy
7,562
+676
+10% +$25.1K 0.05% 193
2023
Q3
$250K Hold
6,886
0.05% 196
2023
Q2
$245K Buy
6,886
+396
+6% +$14.1K 0.05% 203
2023
Q1
$231K Buy
+6,490
New +$231K 0.06% 200
2022
Q2
Sell
-166
Closed -$9K 464
2022
Q1
$9K Buy
166
+123
+286% +$6.67K ﹤0.01% 688
2021
Q4
$2K Buy
+43
New +$2K ﹤0.01% 884
2019
Q2
Sell
-40
Closed -$2K 732
2019
Q1
$2K Hold
40
﹤0.01% 642
2018
Q4
$2K Hold
40
﹤0.01% 607
2018
Q3
$1K Hold
40
﹤0.01% 647
2018
Q2
$2K Hold
40
﹤0.01% 614
2018
Q1
$2K Buy
+40
New +$2K ﹤0.01% 607