Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Hold
800
0.02% 352
2025
Q1
$101K Hold
800
0.02% 356
2024
Q4
$83.1K Hold
800
0.02% 392
2024
Q3
$68.2K Hold
800
0.02% 419
2024
Q2
$56.4K Hold
800
0.01% 446
2024
Q1
$50.4K Hold
800
0.01% 439
2023
Q4
$47.5K Hold
800
0.01% 436
2023
Q3
$36K Hold
800
0.01% 458
2023
Q2
$29.8K Hold
800
0.01% 490
2023
Q1
$31.4K Hold
800
0.01% 457
2022
Q4
$33.6K Hold
800
0.02% 421
2022
Q3
$34K Hold
800
0.02% 421
2022
Q2
$33K Hold
800
0.02% 428
2022
Q1
$29K Hold
800
0.01% 439
2021
Q4
$27K Hold
800
0.01% 434
2021
Q3
$29K Buy
+800
New +$29K 0.02% 411