Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Hold
1,158
0.04% 290
2025
Q1
$156K Hold
1,158
0.03% 297
2024
Q4
$167K Buy
1,158
+17
+1% +$2.45K 0.04% 278
2024
Q3
$186K Hold
1,141
0.04% 262
2024
Q2
$166K Buy
1,141
+70
+7% +$10.2K 0.04% 265
2024
Q1
$140K Hold
1,071
0.04% 264
2023
Q4
$116K Hold
1,071
0.03% 282
2023
Q3
$98.7K Hold
1,071
0.03% 295
2023
Q2
$94.8K Hold
1,071
0.03% 305
2023
Q1
$98.6K Sell
1,071
-25
-2% -$2.3K 0.04% 285
2022
Q4
$95.9K Hold
1,096
0.05% 248
2022
Q3
$96K Hold
1,096
0.05% 253
2022
Q2
$112K Hold
1,096
0.06% 222
2022
Q1
$118K Hold
1,096
0.06% 225
2021
Q4
$97K Buy
1,096
+71
+7% +$6.28K 0.05% 240
2021
Q3
$99K Hold
1,025
0.06% 225
2021
Q2
$109K Hold
1,025
0.06% 221
2021
Q1
$99K Hold
1,025
0.07% 196
2020
Q4
$108K Buy
+1,025
New +$108K 0.08% 177
2020
Q2
Sell
-1,025
Closed -$96K 386
2020
Q1
$96K Buy
+1,025
New +$96K 0.1% 163