Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Buy
890
+40
+5% +$11.4K 0.1% 94
2025
Q1
$257K Hold
850
0.12% 88
2024
Q4
$232K Buy
850
+70
+9% +$19.1K 0.1% 95
2024
Q3
$225K Hold
780
0.09% 101
2024
Q2
$198K Hold
780
0.09% 103
2024
Q1
$199K Hold
780
0.09% 104
2023
Q4
$177K Hold
780
0.09% 108
2023
Q3
$164K Hold
780
0.09% 105
2023
Q2
$149K Hold
780
0.08% 104
2023
Q1
$153K Buy
780
+190
+32% +$37.2K 0.09% 105
2022
Q4
$130K Hold
590
0.09% 107
2022
Q3
$108K Hold
590
0.08% 118
2022
Q2
$117K Hold
590
0.08% 120
2022
Q1
$120K Hold
590
0.08% 118
2021
Q4
$119K Hold
590
0.08% 119
2021
Q3
$104K Hold
590
0.08% 114
2021
Q2
$94K Hold
590
0.07% 112
2021
Q1
$94K Hold
590
0.08% 105
2020
Q4
$89K Hold
590
0.09% 98
2020
Q3
$69K Buy
590
+90
+18% +$10.5K 0.08% 100
2020
Q2
$63K Hold
500
0.07% 111
2020
Q1
$56K Hold
500
0.07% 112
2019
Q4
$78K Buy
+500
New +$78K 0.08% 117