Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Hold
1,333
0.02% 366
2025
Q1
$132K Hold
1,333
0.03% 318
2024
Q4
$134K Hold
1,333
0.03% 309
2024
Q3
$121K Buy
1,333
+12
+0.9% +$1.09K 0.03% 324
2024
Q2
$108K Hold
1,321
0.03% 325
2024
Q1
$106K Hold
1,321
0.03% 313
2023
Q4
$92.8K Hold
1,321
0.03% 326
2023
Q3
$83.8K Hold
1,321
0.03% 327
2023
Q2
$81.5K Buy
1,321
+392
+42% +$24.2K 0.03% 335
2023
Q1
$59K Hold
929
0.02% 368
2022
Q4
$47.6K Hold
929
0.02% 365
2022
Q3
$48K Hold
929
0.02% 368
2022
Q2
$53K Hold
929
0.03% 349
2022
Q1
$66K Hold
929
0.03% 325
2021
Q4
$55K Hold
929
0.03% 340
2021
Q3
$54K Sell
929
-254
-21% -$14.8K 0.03% 335
2021
Q2
$61K Hold
1,183
0.03% 322
2021
Q1
$60K Hold
1,183
0.04% 252
2020
Q4
$45K Buy
+1,183
New +$45K 0.03% 260
2020
Q2
Sell
-1,183
Closed -$24K 454
2020
Q1
$24K Buy
+1,183
New +$24K 0.02% 306