Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$347K Hold
870
0.08% 66
2024
Q4
$312K Hold
870
0.07% 66
2024
Q3
$301K Hold
870
0.07% 70
2024
Q2
$255K Hold
870
0.06% 58
2024
Q1
$290K Hold
870
0.07% 56
2023
Q4
$253K Hold
870
0.07% 56
2023
Q3
$282K Hold
870
0.09% 43
2023
Q2
$300K Sell
870
-408
-32% -$141K 0.09% 42
2023
Q1
$403K Sell
1,278
-109
-8% -$34.4K 0.09% 81
2022
Q4
$416K Sell
1,387
-95
-6% -$28.5K 0.11% 68
2022
Q3
$397K Sell
1,482
-87
-6% -$23.3K 0.12% 66
2022
Q2
$424K Sell
1,569
-134
-8% -$36.2K 0.12% 66
2022
Q1
$555K Hold
1,703
0.15% 55
2021
Q4
$512K Buy
+1,703
New +$512K 0.13% 56