Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Hold
620
0.15% 83
2025
Q1
$154K Hold
620
0.13% 91
2024
Q4
$136K Hold
620
0.1% 106
2024
Q3
$137K Hold
620
0.11% 106
2024
Q2
$107K Hold
620
0.09% 108
2024
Q1
$118K Hold
620
0.11% 98
2023
Q4
$101K Hold
620
0.11% 98
2023
Q3
$87K Hold
620
0.1% 105
2023
Q2
$83K Hold
620
0.09% 103
2023
Q1
$81.3K Hold
620
0.1% 105
2022
Q4
$87K Sell
620
-1,842
-75% -$258K 0.1% 106
2022
Q3
$293K Sell
2,462
-23
-0.9% -$2.74K 0.4% 53
2022
Q2
$351K Sell
2,485
-30
-1% -$4.24K 0.41% 54
2022
Q1
$327K Sell
2,515
-25
-1% -$3.25K 0.31% 58
2021
Q4
$339K Buy
+2,540
New +$339K 0.28% 61