Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Hold
1,733
0.07% 91
2025
Q1
$540K Hold
1,733
0.09% 86
2024
Q4
$452K Hold
1,733
0.07% 91
2024
Q3
$558K Hold
1,733
0.09% 85
2024
Q2
$541K Hold
1,733
0.09% 86
2024
Q1
$493K Hold
1,733
0.08% 90
2023
Q4
$499K Buy
1,733
+400
+30% +$115K 0.09% 83
2023
Q3
$358K Hold
1,333
0.08% 90
2023
Q2
$296K Hold
1,333
0.06% 91
2023
Q1
$322K Hold
1,333
0.07% 92
2022
Q4
$350K Hold
1,333
0.08% 94
2022
Q3
$300K Hold
1,333
0.07% 92
2022
Q2
$324K Hold
1,333
0.08% 91
2022
Q1
$322K Hold
1,333
0.06% 95
2021
Q4
$300K Hold
1,333
0.06% 92
2021
Q3
$283K Hold
1,333
0.06% 89
2021
Q2
$325K Hold
1,333
0.07% 94
2021
Q1
$332K Hold
1,333
0.07% 85
2020
Q4
$306K Hold
1,333
0.07% 89
2020
Q3
$339K Hold
1,333
0.09% 81
2020
Q2
$314K Hold
1,333
0.09% 81
2020
Q1
$270K Buy
+1,333
New +$270K 0.1% 85