Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80K Hold
1,003
0.02% 413
2025
Q1
$80.7K Hold
1,003
0.02% 397
2024
Q4
$95.9K Hold
1,003
0.02% 363
2024
Q3
$101K Hold
1,003
0.02% 345
2024
Q2
$90.4K Hold
1,003
0.02% 354
2024
Q1
$109K Hold
1,003
0.03% 303
2023
Q4
$119K Hold
1,003
0.03% 278
2023
Q3
$107K Hold
1,003
0.04% 270
2023
Q2
$90.1K Hold
1,003
0.03% 319
2023
Q1
$78.5K Hold
1,003
0.03% 331
2022
Q4
$80.6K Hold
1,003
0.04% 284
2022
Q3
$81K Hold
1,003
0.04% 285
2022
Q2
$92K Hold
1,003
0.05% 256
2022
Q1
$120K Hold
1,003
0.06% 222
2021
Q4
$117K Buy
1,003
+3
+0.3% +$350 0.06% 210
2021
Q3
$105K Hold
1,000
0.06% 214
2021
Q2
$120K Hold
1,000
0.07% 201
2021
Q1
$102K Buy
+1,000
New +$102K 0.07% 191