Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$540K Hold
1,632
0.01% 240
2025
Q1
$537K Hold
1,632
0.02% 233
2024
Q4
$451K Hold
1,632
0.01% 233
2024
Q3
$565K Hold
1,632
0.02% 213
2024
Q2
$539K Buy
1,632
+124
+8% +$41K 0.02% 216
2024
Q1
$548K Hold
1,508
0.02% 210
2023
Q4
$452K Hold
1,508
0.02% 203
2023
Q3
$431K Sell
1,508
-25
-2% -$7.15K 0.02% 158
2023
Q2
$430K Hold
1,533
0.02% 166
2023
Q1
$392K Hold
1,533
0.02% 169
2022
Q4
$508K Hold
1,533
0.03% 158
2022
Q3
$425K Hold
1,533
0.02% 174
2022
Q2
$404K Hold
1,533
0.02% 177
2022
Q1
$367K Hold
1,533
0.02% 199
2021
Q4
$352K Sell
1,533
-18
-1% -$4.13K 0.01% 203
2021
Q3
$310K Buy
1,551
+18
+1% +$3.6K 0.01% 210
2021
Q2
$363K Hold
1,533
0.01% 202
2021
Q1
$371K Hold
1,533
0.02% 198
2020
Q4
$319K Hold
1,533
0.01% 198
2020
Q3
$260K Hold
1,533
0.01% 202
2020
Q2
$288K Sell
1,533
-14
-0.9% -$2.63K 0.02% 185
2020
Q1
$274K Hold
1,547
0.02% 171
2019
Q4
$316K Hold
1,547
0.02% 185
2019
Q3
$235K Hold
1,547
0.02% 198
2019
Q2
$244K Buy
+1,547
New +$244K 0.02% 203