Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$428K Hold
1,199
0.3% 34
2025
Q1
$479K Hold
1,199
0.36% 32
2024
Q4
$431K Hold
1,199
0.35% 36
2024
Q3
$415K Hold
1,199
0.34% 33
2024
Q2
$352K Hold
1,199
0.32% 32
2024
Q1
$400K Hold
1,199
0.19% 64
2023
Q4
$349K Hold
1,199
0.2% 63
2023
Q3
$389K Hold
1,199
0.23% 58
2023
Q2
$414K Hold
1,199
0.24% 56
2023
Q1
$378K Buy
1,199
+7
+0.6% +$2.21K 0.23% 57
2022
Q4
$358K Hold
1,192
0.24% 56
2022
Q3
$319K Hold
1,192
0.22% 61
2022
Q2
$321K Hold
1,192
0.23% 58
2022
Q1
$388K Hold
1,192
0.25% 53
2021
Q4
$358K Hold
1,192
0.22% 54
2021
Q3
$341K Hold
1,192
0.22% 55
2021
Q2
$285K Hold
1,192
0.18% 60
2021
Q1
$274K Hold
1,192
0.18% 63
2020
Q4
$252K Hold
1,192
0.17% 75
2020
Q3
$246K Hold
1,192
0.2% 57
2020
Q2
$230K Buy
+1,192
New +$230K 0.19% 69