Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Hold
618
0.07% 76
2025
Q1
$230K Hold
618
0.07% 76
2024
Q4
$223K Sell
618
-6
-1% -$2.16K 0.07% 77
2024
Q3
$225K Hold
624
0.07% 75
2024
Q2
$212K Hold
624
0.07% 76
2024
Q1
$223K Buy
+624
New +$223K 0.07% 76
2023
Q3
Sell
-686
Closed -$209K 79
2023
Q2
$209K Buy
+686
New +$209K 0.07% 76
2022
Q2
Sell
-775
Closed -$207K 71
2022
Q1
$207K Sell
775
-25
-3% -$6.68K 0.07% 72
2021
Q4
$214K Hold
800
0.07% 69
2021
Q3
$211K Hold
800
0.08% 71
2021
Q2
$208K Buy
+800
New +$208K 0.07% 72
2021
Q1
Sell
-841
Closed -$206K 71
2020
Q4
$206K Buy
+841
New +$206K 0.09% 63