Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128K Hold
6,150
0.03% 351
2025
Q1
$109K Hold
6,150
0.02% 366
2024
Q4
$95.4K Hold
6,150
0.02% 396
2024
Q3
$94.6K Hold
6,150
0.02% 393
2024
Q2
$84.1K Hold
6,150
0.02% 419
2024
Q1
$86.2K Hold
6,150
0.02% 421
2023
Q4
$82.7K Hold
6,150
0.02% 437
2023
Q3
$78.8K Hold
6,150
0.02% 446
2023
Q2
$69.5K Hold
6,150
0.02% 465
2023
Q1
$69.7K Hold
6,150
0.02% 469
2022
Q4
$83K Hold
6,150
0.02% 447
2022
Q3
$75K Hold
6,150
0.02% 438
2022
Q2
$86K Sell
6,150
-400
-6% -$5.59K 0.03% 432
2022
Q1
$94K Buy
6,550
+2,200
+51% +$31.6K 0.03% 428
2021
Q4
$55K Sell
4,350
-2,050
-32% -$25.9K 0.02% 512
2021
Q3
$87K Hold
6,400
0.03% 421
2021
Q2
$89K Hold
6,400
0.03% 431
2021
Q1
$80K Hold
6,400
0.03% 424
2020
Q4
$70K Hold
6,400
0.03% 471
2020
Q3
$62K Hold
6,400
0.03% 466
2020
Q2
$62K Hold
6,400
0.03% 441
2020
Q1
$50K Hold
6,400
0.03% 447
2019
Q4
$74K Hold
6,400
0.03% 461
2019
Q3
$72K Hold
6,400
0.04% 455
2019
Q2
$79K Hold
6,400
0.04% 426
2019
Q1
$80K Buy
+6,400
New +$80K 0.04% 425