Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Hold
50
0.27% 41
2025
Q1
$362K Hold
50
0.3% 41
2024
Q4
$409K Hold
50
0.32% 40
2024
Q3
$491K Hold
50
0.39% 40
2024
Q2
$379K Hold
50
0.34% 42
2024
Q1
$405K Hold
50
0.34% 43
2023
Q4
$350K Hold
50
0.34% 42
2023
Q3
$298K Hold
50
0.33% 44
2023
Q2
$318K Hold
50
0.34% 43
2023
Q1
$279K Hold
50
0.33% 44
2022
Q4
$231K Buy
+50
New +$231K 0.3% 47
2022
Q3
Sell
-50
Closed -$200K 51
2022
Q2
$200K Hold
50
0.24% 50
2022
Q1
$223K Hold
50
0.22% 49
2021
Q4
$295K Hold
50
0.26% 46
2021
Q3
$240K Hold
50
0.22% 49
2021
Q2
$249K Hold
50
0.23% 49
2021
Q1
$236K Hold
50
0.23% 49
2020
Q4
$204K Hold
50
0.21% 51
2020
Q3
$204K Buy
+50
New +$204K 0.24% 50