Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Hold
799
0.04% 265
2025
Q1
$203K Buy
799
+1
+0.1% +$254 0.04% 264
2024
Q4
$187K Hold
798
0.04% 262
2024
Q3
$204K Hold
798
0.05% 249
2024
Q2
$190K Hold
798
0.05% 253
2024
Q1
$184K Hold
798
0.05% 237
2023
Q4
$158K Hold
798
0.04% 243
2023
Q3
$135K Hold
798
0.05% 244
2023
Q2
$149K Buy
798
+21
+3% +$3.92K 0.05% 242
2023
Q1
$129K Sell
777
-105
-12% -$17.4K 0.05% 244
2022
Q4
$127K Hold
882
0.06% 219
2022
Q3
$127K Hold
882
0.06% 222
2022
Q2
$139K Sell
882
-500
-36% -$78.8K 0.08% 199
2022
Q1
$244K Buy
1,382
+605
+78% +$107K 0.12% 135
2021
Q4
$182K Buy
777
+6
+0.8% +$1.41K 0.09% 160
2021
Q3
$161K Hold
771
0.09% 168
2021
Q2
$170K Buy
771
+34
+5% +$7.5K 0.1% 169
2021
Q1
$158K Hold
737
0.1% 154
2020
Q4
$159K Buy
+737
New +$159K 0.12% 142
2020
Q2
Sell
-702
Closed -$113K 231
2020
Q1
$113K Buy
+702
New +$113K 0.12% 139