Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Hold
785
0.19% 130
2025
Q1
$288K Hold
785
0.16% 138
2024
Q4
$317K Hold
785
0.17% 124
2024
Q3
$396K Hold
785
0.22% 110
2024
Q2
$338K Hold
785
0.2% 124
2024
Q1
$297K Hold
785
0.18% 132
2023
Q4
$254K Hold
785
0.17% 139
2023
Q3
$246K Hold
785
0.18% 134
2023
Q2
$268K Hold
785
0.19% 130
2023
Q1
$233K Hold
785
0.17% 136
2022
Q4
$236K Hold
785
0.18% 134
2022
Q3
$205K Hold
785
0.17% 139
2022
Q2
$221K Hold
785
0.18% 139
2022
Q1
$236K Hold
785
0.16% 142
2021
Q4
$211K Hold
785
0.14% 159
2021
Q3
$205K Hold
785
0.15% 159
2021
Q2
$200K Sell
785
-1,847
-70% -$471K 0.15% 159
2021
Q1
$649K Hold
2,632
0.55% 47
2020
Q4
$656K Buy
+2,632
New +$656K 0.63% 41