Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Hold
7,928
0.15% 44
2025
Q1
$307K Hold
7,928
0.17% 42
2024
Q4
$271K Hold
7,928
0.15% 48
2024
Q3
$327K Hold
7,928
0.17% 45
2024
Q2
$308K Hold
7,928
0.17% 51
2024
Q1
$343K Hold
7,928
0.22% 46
2023
Q4
$297K Hold
7,928
0.26% 46
2023
Q3
$290K Hold
7,928
0.25% 50
2023
Q2
$283K Hold
7,928
0.21% 52
2023
Q1
$282K Hold
7,928
0.16% 52
2022
Q4
$279K Hold
7,928
0.14% 50
2022
Q3
$233K Hold
7,928
0.1% 53
2022
Q2
$431K Buy
7,928
+135
+2% +$7.34K 0.18% 35
2022
Q1
$424K Hold
7,793
0.17% 43
2021
Q4
$430K Sell
7,793
-353
-4% -$19.5K 0.16% 39
2021
Q3
$389K Hold
8,146
0.16% 32
2021
Q2
$405K Buy
+8,146
New +$405K 0.18% 32
2016
Q4
Sell
-43
Closed -$2K 171
2016
Q3
$2K Hold
43
﹤0.01% 151
2016
Q2
$2K Hold
43
﹤0.01% 157
2016
Q1
$2K Buy
+43
New +$2K ﹤0.01% 144