Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Hold
2,585
0.13% 39
2025
Q1
$432K Hold
2,585
0.2% 37
2024
Q4
$374K Hold
2,585
0.14% 45
2024
Q3
$381K Hold
2,585
0.15% 46
2024
Q2
$404K Hold
2,585
0.17% 39
2024
Q1
$408K Hold
2,585
0.19% 41
2023
Q4
$386K Hold
2,585
0.2% 42
2023
Q3
$436K Hold
2,585
0.27% 38
2023
Q2
$407K Hold
2,585
0.24% 40
2023
Q1
$422K Hold
2,585
0.27% 43
2022
Q4
$464K Buy
2,585
+500
+24% +$89.7K 0.34% 40
2022
Q3
$300K Hold
2,085
0.23% 36
2022
Q2
$302K Hold
2,085
0.2% 41
2022
Q1
$340K Hold
2,085
0.18% 43
2021
Q4
$245K Hold
2,085
0.09% 55
2021
Q3
$212K Sell
2,085
-350
-14% -$35.6K 0.08% 56
2021
Q2
$255K Hold
2,435
0.1% 57
2021
Q1
$255K Hold
2,435
0.11% 59
2020
Q4
$206K Buy
2,435
+350
+17% +$29.6K 0.09% 59
2020
Q3
$150K Sell
2,085
-81
-4% -$5.83K 0.07% 61
2020
Q2
$193K Buy
2,166
+81
+4% +$7.22K 0.11% 55
2020
Q1
$151K Hold
2,085
0.13% 56
2019
Q4
$251K Buy
+2,085
New +$251K 0.21% 55