Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Hold
1,137
0.26% 61
2025
Q1
$354K Sell
1,137
-20
-2% -$6.23K 0.31% 56
2024
Q4
$302K Hold
1,157
0.22% 67
2024
Q3
$373K Hold
1,157
0.3% 58
2024
Q2
$362K Hold
1,157
0.31% 55
2024
Q1
$329K Hold
1,157
0.31% 56
2023
Q4
$333K Hold
1,157
0.36% 52
2023
Q3
$311K Hold
1,157
0.36% 51
2023
Q2
$257K Hold
1,157
0.29% 56
2023
Q1
$280K Hold
1,157
0.33% 54
2022
Q4
$304K Buy
1,157
+63
+6% +$16.6K 0.35% 51
2022
Q3
$247K Hold
1,094
0.34% 55
2022
Q2
$266K Hold
1,094
0.31% 59
2022
Q1
$265K Buy
1,094
+20
+2% +$4.85K 0.25% 63
2021
Q4
$242K Buy
+1,074
New +$242K 0.2% 70