Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Hold
1,160
0.03% 218
2025
Q1
$263K Hold
1,160
0.03% 216
2024
Q4
$238K Hold
1,160
0.03% 221
2024
Q3
$281K Hold
1,160
0.03% 209
2024
Q2
$255K Hold
1,160
0.03% 211
2024
Q1
$261K Hold
1,160
0.03% 210
2023
Q4
$255K Hold
1,160
0.03% 205
2023
Q3
$255K Hold
1,160
0.04% 189
2023
Q2
$261K Hold
1,160
0.04% 187
2023
Q1
$222K Hold
1,160
0.03% 199
2022
Q4
$214K Buy
+1,160
New +$214K 0.04% 193
2022
Q3
Sell
-1,160
Closed -$239K 200
2022
Q2
$239K Hold
1,160
0.04% 178
2022
Q1
$282K Hold
1,160
0.04% 192
2021
Q4
$282K Sell
1,160
-140
-11% -$34K 0.04% 192
2021
Q3
$266K Hold
1,300
0.04% 193
2021
Q2
$268K Hold
1,300
0.04% 191
2021
Q1
$248K Hold
1,300
0.04% 190
2020
Q4
$246K Hold
1,300
0.04% 183
2020
Q3
$229K Sell
1,300
-126
-9% -$22.2K 0.04% 169
2020
Q2
$219K Buy
+1,426
New +$219K 0.05% 169