Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Sell
1,350
-10
-0.7% -$1.83K 0.02% 242
2025
Q1
$239K Hold
1,360
0.02% 238
2024
Q4
$255K Hold
1,360
0.02% 231
2024
Q3
$261K Buy
1,360
+10
+0.7% +$1.92K 0.02% 232
2024
Q2
$244K Hold
1,350
0.02% 227
2024
Q1
$239K Hold
1,350
0.02% 226
2023
Q4
$208K Hold
1,350
0.02% 221
2023
Q3
$188K Hold
1,350
0.02% 218
2023
Q2
$199K Hold
1,350
0.03% 205
2023
Q1
$205K Hold
1,350
0.03% 200
2022
Q4
$183K Hold
1,350
0.03% 208
2022
Q3
$157K Hold
1,350
0.02% 210
2022
Q2
$164K Hold
1,350
0.03% 208
2022
Q1
$212K Hold
1,350
0.03% 196
2021
Q4
$245K Hold
1,350
0.03% 194
2021
Q3
$210K Hold
1,350
0.03% 199
2021
Q2
$203K Sell
1,350
-5
-0.4% -$752 0.03% 200
2021
Q1
$186K Sell
1,355
-2
-0.1% -$275 0.03% 199
2020
Q4
$171K Buy
1,357
+7
+0.5% +$882 0.03% 196
2020
Q3
$146K Hold
1,350
0.03% 203
2020
Q2
$130K Buy
+1,350
New +$130K 0.03% 207