Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Hold
781
0.23% 70
2025
Q1
$274K Hold
781
0.24% 67
2024
Q4
$247K Hold
781
0.18% 73
2024
Q3
$215K Hold
781
0.18% 76
2024
Q2
$205K Buy
781
+131
+20% +$34.4K 0.18% 75
2024
Q1
$181K Hold
650
0.17% 81
2023
Q4
$169K Hold
650
0.18% 76
2023
Q3
$150K Sell
650
-40
-6% -$9.2K 0.17% 79
2023
Q2
$164K Hold
690
0.18% 74
2023
Q1
$156K Hold
690
0.18% 75
2022
Q4
$143K Buy
690
+56
+9% +$11.6K 0.17% 84
2022
Q3
$113K Hold
634
0.15% 83
2022
Q2
$125K Hold
634
0.15% 91
2022
Q1
$141K Buy
634
+66
+12% +$14.7K 0.13% 91
2021
Q4
$123K Buy
+568
New +$123K 0.1% 99