Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$617K Hold
6,000
0.03% 376
2025
Q1
$672K Hold
6,000
0.04% 333
2024
Q4
$668K Hold
6,000
0.03% 341
2024
Q3
$654K Hold
6,000
0.03% 363
2024
Q2
$509K Hold
6,000
0.03% 370
2024
Q1
$526K Hold
6,000
0.03% 391
2023
Q4
$494K Hold
6,000
0.03% 377
2023
Q3
$393K Hold
6,000
0.03% 387
2023
Q2
$387K Hold
6,000
0.02% 396
2023
Q1
$381K Hold
6,000
0.03% 379
2022
Q4
$291K Hold
6,000
0.02% 404
2022
Q3
$277K Hold
6,000
0.02% 410
2022
Q2
$295K Hold
6,000
0.02% 414
2022
Q1
$337K Hold
6,000
0.02% 409
2021
Q4
$416K Hold
6,000
0.03% 375
2021
Q3
$372K Hold
6,000
0.02% 374
2021
Q2
$269K Hold
6,000
0.02% 424
2021
Q1
$205K Hold
6,000
0.01% 405
2020
Q4
$212K Buy
+6,000
New +$212K 0.02% 353