Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$168K Hold
2,421
0.08% 39
2025
Q1
$149K Hold
2,421
0.08% 39
2024
Q4
$143K Hold
2,421
0.08% 36
2024
Q3
$129K Hold
2,421
0.07% 38
2024
Q2
$115K Hold
2,421
0.07% 36
2024
Q1
$121K Hold
2,421
0.07% 36
2023
Q4
$122K Sell
2,421
-103
-4% -$5.2K 0.08% 35
2023
Q3
$136K Buy
2,524
+103
+4% +$5.54K 0.1% 28
2023
Q2
$125K Hold
2,421
0.09% 28
2023
Q1
$127K Hold
2,421
0.1% 28
2022
Q4
$115K Hold
2,421
0.1% 31
2022
Q3
$96.8K Hold
2,421
0.1% 29
2022
Q2
$103K Sell
2,421
-32
-1% -$1.36K 0.11% 27
2022
Q1
$137K Hold
2,453
0.14% 27
2021
Q4
$155K Buy
+2,453
New +$155K 0.15% 26