Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Hold
2,507
0.03% 259
2025
Q1
$281K Sell
2,507
-210
-8% -$23.6K 0.03% 247
2024
Q4
$304K Hold
2,717
0.03% 245
2024
Q3
$378K Hold
2,717
0.04% 227
2024
Q2
$319K Hold
2,717
0.04% 225
2024
Q1
$354K Hold
2,717
0.05% 208
2023
Q4
$338K Hold
2,717
0.05% 205
2023
Q3
$287K Hold
2,717
0.05% 194
2023
Q2
$306K Buy
+2,717
New +$306K 0.06% 186
2021
Q2
Sell
-507
Closed -$42K 623
2021
Q1
$42K Buy
+507
New +$42K 0.01% 378
2020
Q2
$39K Hold
507
0.01% 337
2020
Q1
$38K Hold
507
0.02% 316
2019
Q4
$44K Hold
507
0.01% 336
2019
Q3
$44K Hold
507
0.02% 343
2019
Q2
$44K Hold
507
0.02% 339
2019
Q1
$39K Hold
507
0.02% 329
2018
Q4
$32K Hold
507
0.02% 341
2018
Q3
$41K Hold
507
0.02% 320
2018
Q2
$41K Hold
507
0.02% 305
2018
Q1
$39K Hold
507
0.02% 308
2017
Q4
$38K Buy
+507
New +$38K 0.03% 268