Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Hold
2,510
0.03% 175
2025
Q1
$401K Hold
2,510
0.03% 164
2024
Q4
$334K Hold
2,510
0.03% 176
2024
Q3
$341K Buy
2,510
+1
+0% +$136 0.02% 187
2024
Q2
$370K Sell
2,509
-127
-5% -$18.7K 0.03% 185
2024
Q1
$402K Buy
2,636
+128
+5% +$19.5K 0.03% 174
2023
Q4
$362K Hold
2,508
0.03% 168
2023
Q3
$384K Hold
2,508
0.04% 157
2023
Q2
$341K Hold
2,508
0.03% 172
2023
Q1
$332K Hold
2,508
0.03% 169
2022
Q4
$356K Buy
2,508
+158
+7% +$22.4K 0.04% 168
2022
Q3
$256K Hold
2,350
0.03% 177
2022
Q2
$249K Buy
2,350
+55
+2% +$5.83K 0.03% 182
2022
Q1
$246K Buy
+2,295
New +$246K 0.02% 191
2021
Q3
Sell
-2,495
Closed -$218K 203
2021
Q2
$218K Buy
+2,495
New +$218K 0.02% 200
2014
Q3
Sell
-2,210
Closed -$219K 156
2014
Q2
$219K Buy
+2,210
New +$219K 0.04% 152
2014
Q1
Sell
-2,460
Closed -$204K 157
2013
Q4
$204K Buy
+2,460
New +$204K 0.04% 149