Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Hold
2,316
0.06% 192
2025
Q1
$269K Hold
2,316
0.07% 188
2024
Q4
$253K Hold
2,316
0.06% 190
2024
Q3
$239K Sell
2,316
-325
-12% -$33.5K 0.06% 192
2024
Q2
$246K Hold
2,641
0.07% 184
2024
Q1
$245K Hold
2,641
0.07% 183
2023
Q4
$260K Hold
2,641
0.08% 181
2023
Q3
$247K Hold
2,641
0.08% 178
2023
Q2
$271K Hold
2,641
0.09% 187
2023
Q1
$286K Hold
2,641
0.1% 191
2022
Q4
$285K Hold
2,641
0.1% 176
2022
Q3
$261K Hold
2,641
0.1% 174
2022
Q2
$280K Hold
2,641
0.11% 172
2022
Q1
$305K Hold
2,641
0.1% 175
2021
Q4
$299K Hold
2,641
0.09% 178
2021
Q3
$273K Buy
2,641
+2,316
+713% +$239K 0.1% 181
2021
Q2
$32K Sell
325
-40
-11% -$3.94K 0.01% 277
2021
Q1
$36K Hold
365
0.01% 255
2020
Q4
$35K Hold
365
0.01% 234
2020
Q3
$29K Hold
365
0.01% 221
2020
Q2
$32K Buy
+365
New +$32K 0.02% 201