Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Buy
6,769
+8
+0.1% +$548 0.03% 312
2025
Q1
$452K Hold
6,761
0.04% 271
2024
Q4
$479K Hold
6,761
0.04% 249
2024
Q3
$419K Hold
6,761
0.03% 270
2024
Q2
$348K Buy
+6,761
New +$348K 0.03% 296
2021
Q3
Sell
-2,150
Closed -$263K 288
2021
Q2
$263K Hold
2,150
0.03% 213
2021
Q1
$282K Buy
2,150
+20
+0.9% +$2.62K 0.03% 203
2020
Q4
$290K Hold
2,130
0.03% 191
2020
Q3
$216K Buy
+2,130
New +$216K 0.02% 198