Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$677K Hold
1,898
0.24% 47
2025
Q1
$757K Hold
1,898
0.27% 37
2024
Q4
$682K Hold
1,898
0.26% 44
2024
Q3
$657K Hold
1,898
0.25% 44
2024
Q2
$557K Hold
1,898
0.51% 45
2024
Q1
$633K Hold
1,898
0.27% 44
2023
Q4
$552K Hold
1,898
0.26% 48
2023
Q3
$615K Hold
1,898
0.31% 31
2023
Q2
$655K Hold
1,898
0.31% 35
2023
Q1
$598K Hold
1,898
0.31% 35
2022
Q4
$570K Hold
1,898
0.3% 38
2022
Q3
$508K Hold
1,898
0.3% 42
2022
Q2
$512K Hold
1,898
0.3% 46
2022
Q1
$618K Hold
1,898
0.29% 48
2021
Q4
$570K Hold
1,898
0.29% 50
2021
Q3
$542K Hold
1,898
0.29% 53
2021
Q2
$453K Hold
1,898
0.24% 60
2021
Q1
$437K Hold
1,898
0.25% 58
2020
Q4
$441K Buy
+1,898
New +$441K 0.3% 47