Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$615K Buy
4,521
+407
+10% +$55.4K 0.23% 73
2025
Q1
$546K Hold
4,114
0.23% 78
2024
Q4
$465K Hold
4,114
0.21% 83
2024
Q3
$469K Hold
4,114
0.22% 83
2024
Q2
$427K Hold
4,114
0.23% 83
2024
Q1
$468K Sell
4,114
-200
-5% -$22.7K 0.28% 75
2023
Q4
$475K Buy
4,314
+200
+5% +$22K 0.3% 60
2023
Q3
$398K Sell
4,114
-200
-5% -$19.4K 0.27% 68
2023
Q2
$470K Buy
4,314
+200
+5% +$21.8K 0.31% 60
2023
Q1
$417K Sell
4,114
-200
-5% -$20.3K 0.34% 67
2022
Q4
$474K Hold
4,314
0.29% 69
2022
Q3
$418K Buy
4,314
+200
+5% +$19.4K 0.28% 69
2022
Q2
$447K Hold
4,114
0.26% 79
2022
Q1
$487K Hold
4,114
0.24% 75
2021
Q4
$579K Hold
4,114
0.29% 63
2021
Q3
$486K Buy
+4,114
New +$486K 0.28% 71
2021
Q2
Sell
-4,314
Closed -$521K 124
2021
Q1
$521K Hold
4,314
0.31% 59
2020
Q4
$483K Buy
+4,314
New +$483K 0.37% 59