Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Hold
1,000
0.07% 86
2025
Q1
$181K Hold
1,000
0.06% 91
2024
Q4
$190K Hold
1,000
0.06% 100
2024
Q3
$182K Hold
1,000
0.06% 96
2024
Q2
$158K Hold
1,000
0.05% 99
2024
Q1
$146K Buy
+1,000
New +$146K 0.05% 93
2022
Q1
Sell
-1,000
Closed -$92K 159
2021
Q4
$92K Hold
1,000
0.03% 108
2021
Q3
$86K Hold
1,000
0.03% 100
2021
Q2
$82K Hold
1,000
0.03% 105
2021
Q1
$79K Hold
1,000
0.03% 102
2020
Q4
$73K Hold
1,000
0.03% 111
2020
Q3
$62K Hold
1,000
0.03% 109
2020
Q2
$58K Hold
1,000
0.03% 99
2020
Q1
$48K Buy
+1,000
New +$48K 0.03% 100
2019
Q2
Sell
-162
Closed -$12K 134
2019
Q1
$12K Buy
+162
New +$12K 0.01% 117