Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$95.9K Hold
741
0.02% 392
2025
Q1
$88.5K Hold
741
0.02% 382
2024
Q4
$86K Hold
741
0.02% 387
2024
Q3
$100K Hold
741
0.02% 348
2024
Q2
$101K Hold
741
0.02% 339
2024
Q1
$95.8K Hold
741
0.02% 334
2023
Q4
$84.7K Hold
741
0.02% 336
2023
Q3
$67.5K Hold
741
0.02% 351
2023
Q2
$83.5K Buy
741
+41
+6% +$4.62K 0.03% 330
2023
Q1
$73.3K Hold
700
0.03% 337
2022
Q4
$61.2K Hold
700
0.03% 329
2022
Q3
$61K Hold
700
0.03% 335
2022
Q2
$55K Hold
700
0.03% 343
2022
Q1
$60K Hold
700
0.03% 338
2021
Q4
$84K Hold
700
0.04% 261
2021
Q3
$87K Hold
700
0.05% 243
2021
Q2
$88K Sell
700
-515
-42% -$64.7K 0.05% 250
2021
Q1
$128K Buy
1,215
+515
+74% +$54.3K 0.08% 174
2020
Q4
$71K Buy
+700
New +$71K 0.05% 214
2020
Q2
Sell
-1,215
Closed -$80K 671
2020
Q1
$80K Buy
+1,215
New +$80K 0.08% 179