Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Hold
2,741
0.16% 32
2025
Q1
$574K Hold
2,741
0.2% 30
2024
Q4
$487K Hold
2,741
0.17% 31
2024
Q3
$541K Hold
2,741
0.19% 29
2024
Q2
$470K Hold
2,741
0.17% 30
2024
Q1
$499K Sell
2,741
-135
-5% -$24.6K 0.18% 29
2023
Q4
$446K Hold
2,876
0.18% 28
2023
Q3
$429K Hold
2,876
0.13% 30
2023
Q2
$387K Sell
2,876
-60
-2% -$8.08K 0.11% 34
2023
Q1
$468K Buy
2,936
+195
+7% +$31.1K 0.14% 30
2022
Q4
$443K Hold
2,741
0.15% 26
2022
Q3
$368K Hold
2,741
0.16% 29
2022
Q2
$420K Hold
2,741
0.17% 30
2022
Q1
$444K Hold
2,741
0.14% 31
2021
Q4
$371K Hold
2,741
0.11% 36
2021
Q3
$296K Hold
2,741
0.09% 39
2021
Q2
$309K Hold
2,741
0.09% 36
2021
Q1
$297K Hold
2,741
0.1% 37
2020
Q4
$294K Buy
+2,741
New +$294K 0.1% 36