Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$704K Hold
1,500
0.32% 72
2025
Q1
$698K Sell
1,500
-5
-0.3% -$2.33K 0.28% 74
2024
Q4
$630K Hold
1,505
0.24% 77
2024
Q3
$718K Hold
1,505
0.27% 71
2024
Q2
$660K Hold
1,505
0.27% 71
2024
Q1
$699K Hold
1,505
0.29% 67
2023
Q4
$618K Hold
1,505
0.3% 65
2023
Q3
$560K Hold
1,505
0.28% 65
2023
Q2
$574K Hold
1,505
0.28% 65
2023
Q1
$530K Hold
1,505
0.27% 68
2022
Q4
$491K Hold
1,505
0.27% 67
2022
Q3
$406K Hold
1,505
0.23% 67
2022
Q2
$433K Hold
1,505
0.23% 70
2022
Q1
$481K Buy
1,505
+5
+0.3% +$1.6K 0.2% 78
2021
Q4
$520K Hold
1,500
0.2% 76
2021
Q3
$440K Hold
1,500
0.18% 76
2021
Q2
$434K Hold
1,500
0.18% 72
2021
Q1
$420K Hold
1,500
0.17% 70
2020
Q4
$395K Hold
1,500
0.18% 70
2020
Q3
$357K Hold
1,500
0.18% 75
2020
Q2
$318K Hold
1,500
0.16% 72
2020
Q1
$259K Hold
1,500
0.18% 66
2019
Q4
$319K Hold
1,500
0.15% 68
2019
Q3
$291K Hold
1,500
0.16% 68
2019
Q2
$301K Hold
1,500
0.16% 69
2019
Q1
$264K Hold
1,500
0.16% 65
2018
Q4
$234K Buy
+1,500
New +$234K 0.15% 62