Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Hold
1,345
0.07% 181
2025
Q1
$297K Hold
1,345
0.1% 158
2024
Q4
$276K Hold
1,345
0.1% 157
2024
Q3
$242K Hold
1,345
0.09% 172
2024
Q2
$200K Hold
1,345
0.08% 181
2024
Q1
$215K Sell
1,345
-150
-10% -$24K 0.09% 175
2023
Q4
$199K Hold
1,495
0.1% 170
2023
Q3
$169K Hold
1,495
0.09% 179
2023
Q2
$189K Hold
1,495
0.1% 171
2023
Q1
$169K Hold
1,495
0.1% 174
2022
Q4
$151K Hold
1,495
0.09% 179
2022
Q3
$140K Sell
1,495
-85
-5% -$7.96K 0.1% 172
2022
Q2
$141K Buy
1,580
+120
+8% +$10.7K 0.1% 172
2022
Q1
$148K Buy
1,460
+109
+8% +$11K 0.09% 182
2021
Q4
$140K Buy
+1,351
New +$140K 0.09% 198