Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63K Hold
846
0.02% 132
2025
Q1
$57.3K Hold
846
0.02% 141
2024
Q4
$52.4K Hold
846
0.02% 148
2024
Q3
$55.1K Buy
+846
New +$55.1K 0.02% 152
2024
Q1
$44.7K Hold
846
0.02% 161
2023
Q4
$37K Buy
+846
New +$37K 0.02% 167
2021
Q1
Sell
-800
Closed -$40K 107
2020
Q4
$40K Buy
+800
New +$40K 0.02% 146
2020
Q3
Sell
-800
Closed -$42K 144
2020
Q2
$42K Hold
800
0.03% 134
2020
Q1
$24K Hold
800
0.02% 162
2019
Q4
$29K Buy
+800
New +$29K 0.02% 178