Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$717K Hold
10,000
0.03% 353
2025
Q1
$759K Hold
10,000
0.05% 319
2024
Q4
$818K Hold
10,000
0.04% 317
2024
Q3
$673K Hold
10,000
0.03% 357
2024
Q2
$741K Hold
10,000
0.04% 314
2024
Q1
$785K Hold
10,000
0.04% 319
2023
Q4
$626K Hold
10,000
0.04% 341
2023
Q3
$519K Hold
10,000
0.03% 345
2023
Q2
$533K Hold
10,000
0.03% 353
2023
Q1
$495K Hold
10,000
0.04% 338
2022
Q4
$469K Hold
10,000
0.04% 345
2022
Q3
$428K Hold
10,000
0.04% 344
2022
Q2
$420K Hold
10,000
0.03% 369
2022
Q1
$420K Hold
10,000
0.03% 377
2021
Q4
$391K Hold
10,000
0.02% 388
2021
Q3
$323K Hold
10,000
0.02% 392
2021
Q2
$328K Hold
10,000
0.02% 404
2021
Q1
$327K Hold
10,000
0.02% 356
2020
Q4
$266K Hold
10,000
0.02% 330
2020
Q3
$229K Hold
10,000
0.02% 305
2020
Q2
$240K Hold
10,000
0.03% 321
2020
Q1
$209K Buy
+10,000
New +$209K 0.03% 309