Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$531K Hold
1,496
0.23% 41
2025
Q1
$524K Hold
1,496
0.33% 35
2024
Q4
$473K Hold
1,496
0.19% 42
2024
Q3
$411K Hold
1,496
0.23% 36
2024
Q2
$393K Hold
1,496
0.21% 39
2024
Q1
$418K Hold
1,496
0.25% 38
2023
Q4
$389K Hold
1,496
0.28% 35
2023
Q3
$344K Hold
1,496
0.3% 34
2023
Q2
$355K Sell
1,496
-1,496
-50% -$355K 0.33% 31
2023
Q1
$675K Buy
2,992
+1,496
+100% +$337K 0.33% 32
2022
Q4
$311K Hold
1,496
0.27% 32
2022
Q3
$266K Hold
1,496
0.19% 40
2022
Q2
$295K Hold
1,496
0.17% 43
2022
Q1
$332K Hold
1,496
0.2% 43
2021
Q4
$324K Buy
+1,496
New +$324K 0.21% 48