Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$659K Hold
50,074
0.03% 365
2025
Q1
$707K Hold
50,074
0.04% 328
2024
Q4
$427K Hold
50,074
0.02% 409
2024
Q3
$229K Hold
50,074
0.01% 530
2024
Q2
$225K Hold
50,074
0.01% 503
2024
Q1
$170K Hold
50,074
0.01% 520
2023
Q4
$176K Hold
50,074
0.01% 498
2023
Q3
$155K Hold
50,074
0.01% 485
2023
Q2
$211K Hold
50,074
0.01% 464
2023
Q1
$124K Hold
50,074
0.01% 478
2022
Q4
$148K Hold
50,074
0.01% 478
2022
Q3
$278K Hold
50,074
0.02% 409
2022
Q2
$326K Hold
50,074
0.02% 400
2022
Q1
$374K Hold
50,074
0.02% 398
2021
Q4
$300K Hold
50,074
0.02% 420
2021
Q3
$383K Hold
50,074
0.02% 371
2021
Q2
$433K Hold
50,074
0.02% 372
2021
Q1
$364K Buy
50,074
+4,547
+10% +$33.1K 0.02% 347
2020
Q4
$330K Buy
+45,527
New +$330K 0.03% 306