Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Hold
2,319
0.13% 133
2025
Q1
$407K Hold
2,319
0.13% 129
2024
Q4
$435K Hold
2,319
0.15% 126
2024
Q3
$445K Hold
2,319
0.16% 124
2024
Q2
$418K Hold
2,319
0.17% 124
2024
Q1
$411K Hold
2,319
0.18% 117
2023
Q4
$357K Hold
2,319
0.18% 119
2023
Q3
$324K Hold
2,319
0.18% 116
2023
Q2
$342K Hold
2,319
0.18% 117
2023
Q1
$352K Hold
2,319
0.2% 112
2022
Q4
$314K Hold
2,319
0.19% 119
2022
Q3
$270K Hold
2,319
0.19% 118
2022
Q2
$281K Hold
2,319
0.2% 117
2022
Q1
$364K Sell
2,319
-200
-8% -$31.4K 0.22% 106
2021
Q4
$457K Buy
+2,519
New +$457K 0.28% 96