Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Buy
1,047
+98
+10% +$46K 0.08% 146
2025
Q1
$442K Hold
949
0.09% 145
2024
Q4
$397K Buy
949
+12
+1% +$5.02K 0.09% 150
2024
Q3
$447K Sell
937
-47
-5% -$22.4K 0.11% 140
2024
Q2
$432K Sell
984
-19
-2% -$8.34K 0.11% 140
2024
Q1
$466K Sell
1,003
-11
-1% -$5.11K 0.12% 139
2023
Q4
$416K Hold
1,014
0.11% 142
2023
Q3
$378K Hold
1,014
0.12% 133
2023
Q2
$386K Buy
1,014
+63
+7% +$24K 0.11% 138
2023
Q1
$338K Hold
951
0.11% 144
2022
Q4
$310K Sell
951
-26
-3% -$8.48K 0.11% 148
2022
Q3
$263K Hold
977
0.08% 149
2022
Q2
$281K Buy
977
+10
+1% +$2.88K 0.07% 161
2022
Q1
$309K Hold
967
0.07% 167
2021
Q4
$335K Hold
967
0.07% 160
2021
Q3
$284K Buy
967
+37
+4% +$10.9K 0.07% 166
2021
Q2
$269K Hold
930
0.07% 176
2021
Q1
$261K Hold
930
0.07% 172
2020
Q4
$245K Hold
930
0.08% 168
2020
Q3
$221K Buy
+930
New +$221K 0.08% 165