Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Hold
1,396
0.04% 216
2025
Q1
$201K Hold
1,396
0.04% 226
2024
Q4
$219K Hold
1,396
0.04% 218
2024
Q3
$204K Buy
+1,396
New +$204K 0.04% 226
2022
Q3
Sell
-1,940
Closed -$138K 425
2022
Q2
$138K Sell
1,940
-39
-2% -$2.77K 0.04% 212
2022
Q1
$157K Buy
1,979
+305
+18% +$24.2K 0.05% 216
2021
Q4
$138K Hold
1,674
0.06% 220
2021
Q3
$139K Hold
1,674
0.06% 203
2021
Q2
$125K Buy
1,674
+245
+17% +$18.3K 0.06% 215
2021
Q1
$108K Buy
1,429
+502
+54% +$37.9K 0.05% 215
2020
Q4
$57K Sell
927
-745
-45% -$45.8K 0.04% 245
2020
Q3
$71K Buy
1,672
+1,562
+1,420% +$66.3K 0.05% 212
2020
Q2
$4K Buy
+110
New +$4K ﹤0.01% 346