Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63.1K Hold
500
0.05% 149
2025
Q1
$53.8K Hold
500
0.05% 157
2024
Q4
$65.6K Hold
500
0.05% 148
2024
Q3
$53.8K Hold
500
0.04% 162
2024
Q2
$53.1K Hold
500
0.05% 150
2024
Q1
$61K Hold
500
0.06% 134
2023
Q4
$43.8K Hold
500
0.05% 153
2023
Q3
$37.3K Hold
500
0.04% 166
2023
Q2
$29.5K Hold
500
0.03% 183
2023
Q1
$16K Hold
500
0.02% 207
2022
Q4
$17K Buy
+500
New +$17K 0.02% 218
2022
Q3
Sell
-842
Closed -$24K 365
2022
Q2
$24K Hold
842
0.03% 211
2022
Q1
$36K Hold
842
0.03% 198
2021
Q4
$38.7K Buy
+842
New +$38.7K 0.03% 199