Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Hold
2,713
0.08% 143
2025
Q1
$218K Hold
2,713
0.09% 128
2024
Q4
$212K Hold
2,713
0.09% 123
2024
Q3
$208K Hold
2,713
0.09% 130
2024
Q2
$215K Hold
2,713
0.11% 107
2024
Q1
$227K Hold
2,713
0.11% 110
2023
Q4
$234K Hold
2,713
0.13% 103
2023
Q3
$215K Hold
2,713
0.12% 100
2023
Q2
$227K Hold
2,713
0.12% 99
2023
Q1
$232K Hold
2,713
0.13% 107
2022
Q4
$191K Hold
2,713
0.12% 115
2022
Q3
$177K Hold
2,713
0.12% 112
2022
Q2
$194K Buy
2,713
+100
+4% +$7.15K 0.13% 104
2022
Q1
$204K Buy
2,613
+1,000
+62% +$78.1K 0.12% 103
2021
Q4
$154K Hold
1,613
0.09% 116
2021
Q3
$142K Hold
1,613
0.09% 112
2021
Q2
$159K Hold
1,613
0.11% 99
2021
Q1
$159K Hold
1,613
0.12% 98
2020
Q4
$157K Buy
+1,613
New +$157K 0.14% 93