Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$660K Buy
7,188
+4
+0.1% +$367 0.01% 317
2025
Q1
$632K Buy
7,184
+2
+0% +$176 0.01% 292
2024
Q4
$664K Buy
7,182
+74
+1% +$6.85K 0.01% 296
2024
Q3
$659K Hold
7,108
0.01% 256
2024
Q2
$533K Hold
7,108
0.01% 288
2024
Q1
$613K Hold
7,108
0.01% 268
2023
Q4
$492K Hold
7,108
0.01% 294
2023
Q3
$389K Hold
7,108
0.01% 344
2023
Q2
$396K Hold
7,108
0.01% 350
2023
Q1
$362K Sell
7,108
-1
-0% -$51 0.01% 347
2022
Q4
$283K Buy
7,109
+1
+0% +$40 0.01% 409
2022
Q3
$229K Hold
7,108
0.01% 446
2022
Q2
$248K Hold
7,108
0.01% 426
2022
Q1
$284K Hold
7,108
0.01% 418
2021
Q4
$375K Buy
+7,108
New +$375K 0.02% 325