Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Hold
4,084
0.1% 164
2025
Q1
$359K Hold
4,084
0.1% 162
2024
Q4
$377K Hold
4,084
0.11% 157
2024
Q3
$378K Hold
4,084
0.11% 153
2024
Q2
$306K Hold
4,084
0.1% 145
2024
Q1
$353K Buy
+4,084
New +$353K 0.11% 135
2023
Q3
Sell
-4,084
Closed -$227K 149
2023
Q2
$227K Hold
4,084
0.08% 169
2023
Q1
$207K Buy
+4,084
New +$207K 0.08% 170
2022
Q1
Sell
-4,084
Closed -$216K 171
2021
Q4
$216K Buy
+4,084
New +$216K 0.07% 169
2021
Q3
Sell
-4,084
Closed -$207K 177
2021
Q2
$207K Buy
+4,084
New +$207K 0.1% 155