Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Hold
1,948
0.08% 66
2025
Q1
$408K Hold
1,948
0.09% 57
2024
Q4
$346K Hold
1,948
0.07% 57
2024
Q3
$385K Hold
1,948
0.09% 55
2024
Q2
$334K Hold
1,948
0.07% 56
2024
Q1
$355K Hold
1,948
0.16% 59
2023
Q4
$302K Hold
1,948
0.06% 65
2023
Q3
$290K Hold
1,948
0.06% 61
2023
Q2
$262K Hold
1,948
0.05% 66
2023
Q1
$310K Hold
1,948
0.06% 64
2022
Q4
$315K Hold
1,948
0.06% 59
2022
Q3
$261K Hold
1,948
0.05% 61
2022
Q2
$298K Hold
1,948
0.05% 68
2022
Q1
$316K Hold
1,948
0.02% 85
2021
Q4
$264K Hold
1,948
0.04% 57
2021
Q3
$210K Hold
1,948
0.03% 58
2021
Q2
$219K Sell
1,948
-13,423
-87% -$1.51M 0.03% 75
2021
Q1
$1.66M Hold
15,371
0.25% 37
2020
Q4
$1.65M Hold
15,371
0.34% 28
2020
Q3
$1.35M Hold
15,371
0.33% 32
2020
Q2
$1.51M Buy
+15,371
New +$1.51M 0.41% 24