Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$537K Hold
15,707
0.05% 137
2025
Q1
$485K Hold
15,707
0.05% 138
2024
Q4
$496K Hold
15,707
0.05% 144
2024
Q3
$514K Hold
15,707
0.05% 133
2024
Q2
$415K Buy
15,707
+573
+4% +$15.2K 0.04% 154
2024
Q1
$429K Hold
15,134
0.05% 151
2023
Q4
$388K Hold
15,134
0.05% 157
2023
Q3
$366K Hold
15,134
0.05% 141
2023
Q2
$445K Hold
15,134
0.06% 130
2023
Q1
$405K Hold
15,134
0.06% 146
2022
Q4
$471K Hold
15,134
0.07% 127
2022
Q3
$369K Sell
15,134
-650
-4% -$15.8K 0.06% 135
2022
Q2
$397K Hold
15,784
0.06% 129
2022
Q1
$459K Hold
15,784
0.06% 126
2021
Q4
$413K Buy
+15,784
New +$413K 0.05% 158