Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Hold
4,169
0.12% 54
2025
Q1
$406K Sell
4,169
-75
-2% -$7.3K 0.11% 69
2024
Q4
$454K Buy
4,244
+60
+1% +$6.42K 0.12% 66
2024
Q3
$413K Buy
4,184
+15
+0.4% +$1.48K 0.12% 67
2024
Q2
$429K Hold
4,169
0.13% 59
2024
Q1
$517K Hold
4,169
0.17% 52
2023
Q4
$420K Hold
4,169
0.15% 56
2023
Q3
$354K Hold
4,169
0.14% 62
2023
Q2
$349K Hold
4,169
0.14% 60
2023
Q1
$305K Sell
4,169
-1
-0% -$73 0.13% 64
2022
Q4
$283K Hold
4,170
0.13% 69
2022
Q3
$233K Hold
4,170
0.13% 57
2022
Q2
$229K Hold
4,170
0.12% 56
2022
Q1
$245K Hold
4,170
0.1% 57
2021
Q4
$250K Hold
4,170
0.09% 64
2021
Q3
$219K Hold
4,170
0.09% 68
2021
Q2
$248K Hold
4,170
0.11% 63
2021
Q1
$258K Hold
4,170
0.11% 58
2020
Q4
$242K Buy
+4,170
New +$242K 0.11% 63