Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Hold
750
0.02% 252
2025
Q1
$275K Hold
750
0.02% 276
2024
Q4
$303K Hold
750
0.02% 261
2024
Q3
$378K Hold
750
0.03% 243
2024
Q2
$323K Hold
750
0.02% 248
2024
Q1
$284K Hold
750
0.02% 265
2023
Q4
$243K Hold
750
0.02% 252
2023
Q3
$235K Hold
750
0.02% 252
2023
Q2
$256K Hold
750
0.02% 245
2023
Q1
$222K Sell
750
-200
-21% -$59.3K 0.02% 250
2022
Q4
$286K Hold
950
0.03% 227
2022
Q3
$248K Hold
950
0.02% 240
2022
Q2
$268K Hold
950
0.02% 242
2022
Q1
$286K Hold
950
0.02% 249
2021
Q4
$256K Hold
950
0.02% 256
2021
Q3
$249K Hold
950
0.02% 256
2021
Q2
$242K Hold
950
0.02% 259
2021
Q1
$234K Hold
950
0.02% 250
2020
Q4
$237K Hold
950
0.02% 233
2020
Q3
$203K Hold
950
0.02% 235
2020
Q2
$206K Buy
+950
New +$206K 0.02% 228