Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$440K Buy
1,832
+77
+4% +$18.5K 0.02% 206
2025
Q1
$398K Hold
1,755
0.02% 189
2024
Q4
$361K Hold
1,755
0.02% 190
2024
Q3
$426K Hold
1,755
0.03% 178
2024
Q2
$385K Buy
1,755
+11
+0.6% +$2.42K 0.02% 170
2024
Q1
$392K Hold
1,744
0.03% 168
2023
Q4
$383K Hold
1,744
0.03% 156
2023
Q3
$383K Hold
1,744
0.03% 141
2023
Q2
$392K Hold
1,744
0.03% 142
2023
Q1
$334K Buy
1,744
+28
+2% +$5.36K 0.03% 142
2022
Q4
$317K Hold
1,716
0.03% 134
2022
Q3
$285K Sell
1,716
-43
-2% -$7.14K 0.04% 149
2022
Q2
$363K Sell
1,759
-157
-8% -$32.4K 0.06% 130
2022
Q1
$463K Sell
1,916
-47
-2% -$11.4K 0.06% 131
2021
Q4
$478K Hold
1,963
0.04% 133
2021
Q3
$401K Hold
1,963
0.04% 138
2021
Q2
$405K Buy
1,963
+90
+5% +$18.6K 0.04% 139
2021
Q1
$357K Hold
1,873
0.04% 142
2020
Q4
$355K Hold
1,873
0.05% 130
2020
Q3
$330K Hold
1,873
0.05% 125
2020
Q2
$287K Buy
+1,873
New +$287K 0.05% 146