Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Hold
50
0.11% 141
2025
Q1
$362K Hold
50
0.12% 138
2024
Q4
$379K Hold
50
0.12% 134
2024
Q3
$491K Hold
50
0.15% 125
2024
Q2
$379K Hold
50
0.12% 137
2024
Q1
$405K Hold
50
0.13% 136
2023
Q4
$350K Hold
50
0.12% 139
2023
Q3
$298K Hold
50
0.11% 138
2023
Q2
$318K Hold
50
0.12% 138
2023
Q1
$279K Hold
50
0.1% 139
2022
Q4
$231K Buy
+50
New +$231K 0.09% 142
2022
Q3
Sell
-50
Closed -$200K 178
2022
Q2
$200K Hold
50
0.08% 158
2022
Q1
$223K Hold
50
0.08% 162
2021
Q4
$295K Buy
+50
New +$295K 0.1% 148
2021
Q3
Sell
-50
Closed -$249K 180
2021
Q2
$249K Hold
50
0.07% 162
2021
Q1
$239K Hold
50
0.07% 160
2020
Q4
$204K Hold
50
0.07% 163
2020
Q3
$204K Buy
+50
New +$204K 0.07% 153