Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$124K Sell
26,762
-366
-1% -$1.7K 0.01% 670
2025
Q1
$148K Sell
27,128
-159
-0.6% -$870 0.01% 649
2024
Q4
$190K Buy
27,287
+85
+0.3% +$592 0.01% 656
2024
Q3
$255K Buy
27,202
+74
+0.3% +$695 0.01% 573
2024
Q2
$272K Hold
27,128
0.02% 507
2024
Q1
$324K Hold
27,128
0.02% 459
2023
Q4
$337K Hold
27,128
0.03% 422
2023
Q3
$298K Hold
27,128
0.03% 422
2023
Q2
$333K Hold
27,128
0.03% 414
2023
Q1
$327K Hold
27,128
0.03% 407
2022
Q4
$232K Sell
27,128
-819
-3% -$7.01K 0.02% 483
2022
Q3
$177K Buy
27,947
+1,425
+5% +$9.03K 0.02% 507
2022
Q2
$212K Hold
26,522
0.02% 493
2022
Q1
$238K Hold
26,522
0.02% 493
2021
Q4
$278K Hold
26,522
0.02% 428
2021
Q3
$208K Hold
26,522
0.02% 498
2021
Q2
$248K Hold
26,522
0.02% 449
2021
Q1
$239K Hold
26,522
0.02% 455
2020
Q4
$186K Buy
+26,522
New +$186K 0.02% 455