Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$869K Hold
7,818
0.07% 119
2025
Q1
$869K Hold
7,818
0.07% 122
2024
Q4
$809K Hold
7,818
0.06% 124
2024
Q3
$698K Hold
7,818
0.06% 138
2024
Q2
$698K Sell
7,818
-1,000
-11% -$89.3K 0.06% 138
2024
Q1
$757K Hold
8,818
0.06% 126
2023
Q4
$677K Hold
8,818
0.06% 130
2023
Q3
$677K Hold
8,818
0.06% 132
2023
Q2
$616K Hold
8,818
0.06% 144
2023
Q1
$569K Hold
8,818
0.05% 159
2022
Q4
$634K Hold
8,818
0.05% 148
2022
Q3
$496K Hold
8,818
0.05% 161
2022
Q2
$488K Buy
8,818
+2,000
+29% +$111K 0.04% 171
2022
Q1
$439K Buy
6,818
+2,000
+42% +$129K 0.03% 196
2021
Q4
$281K Hold
4,818
0.02% 233
2021
Q3
$251K Hold
4,818
0.02% 240
2021
Q2
$259K Hold
4,818
0.02% 235
2021
Q1
$247K Hold
4,818
0.02% 239
2020
Q4
$214K Buy
+4,818
New +$214K 0.02% 239