Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Hold
4,257
0.13% 59
2025
Q1
$270K Hold
4,257
0.13% 52
2024
Q4
$322K Hold
4,257
0.14% 64
2024
Q3
$376K Hold
4,257
0.18% 53
2024
Q2
$321K Hold
4,257
0.18% 51
2024
Q1
$400K Hold
4,257
0.24% 41
2023
Q4
$462K Hold
4,257
0.25% 36
2023
Q3
$407K Hold
4,257
0.23% 34
2023
Q2
$470K Hold
4,257
0.22% 36
2023
Q1
$522K Hold
4,257
0.25% 35
2022
Q4
$498K Hold
4,257
0.23% 33
2022
Q3
$354K Hold
4,257
0.16% 38
2022
Q2
$435K Hold
4,257
0.15% 41
2022
Q1
$573K Hold
4,257
0.18% 41
2021
Q4
$709K Hold
4,257
0.23% 42
2021
Q3
$618K Hold
4,257
0.21% 44
2021
Q2
$658K Hold
4,257
0.22% 40
2021
Q1
$566K Hold
4,257
0.21% 31
2020
Q4
$602K Hold
4,257
0.24% 28
2020
Q3
$534K Hold
4,257
0.23% 26
2020
Q2
$417K Hold
4,257
0.28% 26
2020
Q1
$352K Hold
4,257
0.33% 23
2019
Q4
$431K Hold
4,257
0.31% 27
2019
Q3
$400K Hold
4,257
0.29% 32
2019
Q2
$357K Hold
4,257
0.27% 34
2019
Q1
$358K Hold
4,257
0.25% 33
2018
Q4
$316K Buy
+4,257
New +$316K 0.25% 31