Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$534K Sell
2,441
-145
-6% -$31.7K 0.49% 37
2025
Q1
$361K Buy
+2,586
New +$361K 0.36% 48
2024
Q3
$466K Hold
2,736
0.43% 42
2024
Q2
$386K Hold
2,736
0.37% 45
2024
Q1
$344K Hold
2,736
0.32% 48
2023
Q4
$288K Hold
2,736
0.29% 53
2023
Q3
$290K Hold
2,736
0.31% 50
2023
Q2
$326K Hold
2,736
0.35% 51
2023
Q1
$254K Hold
2,736
0.26% 61
2022
Q4
$224K Buy
+2,736
New +$224K 0.25% 60
2022
Q1
$222K Hold
2,736
0.22% 67
2021
Q4
$239K Hold
2,736
0.24% 64
2021
Q3
$238K Hold
2,736
0.25% 65
2021
Q2
$213K Buy
+2,736
New +$213K 0.21% 68