Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$548K Hold
1,860
0.41% 47
2025
Q1
$463K Hold
1,860
0.37% 47
2024
Q4
$409K Hold
1,860
0.32% 53
2024
Q3
$411K Hold
1,860
0.31% 52
2024
Q2
$322K Hold
1,860
0.25% 61
2024
Q1
$355K Hold
1,860
0.17% 66
2023
Q4
$304K Sell
1,860
-100
-5% -$16.4K 0.13% 73
2023
Q3
$275K Hold
1,960
0.13% 68
2023
Q2
$262K Hold
1,960
0.11% 77
2023
Q1
$257K Hold
1,960
0.1% 75
2022
Q4
$276K Hold
1,960
0.1% 70
2022
Q3
$233K Hold
1,960
0.08% 65
2022
Q2
$277K Hold
1,960
0.08% 52
2022
Q1
$255K Hold
1,960
0.07% 59
2021
Q4
$262K Sell
1,960
-90
-4% -$12K 0.11% 49
2021
Q3
$273K Hold
2,050
0.08% 58
2021
Q2
$287K Hold
2,050
0.09% 51
2021
Q1
$261K Buy
+2,050
New +$261K 0.09% 55