Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$167K Hold
800
0.07% 157
2025
Q1
$174K Sell
800
-147
-16% -$31.9K 0.07% 152
2024
Q4
$195K Hold
947
0.08% 130
2024
Q3
$167K Hold
947
0.07% 144
2024
Q2
$154K Hold
947
0.08% 133
2024
Q1
$141K Hold
947
0.07% 140
2023
Q4
$122K Sell
947
-300
-24% -$38.6K 0.07% 141
2023
Q3
$131K Hold
1,247
0.08% 137
2023
Q2
$130K Hold
1,247
0.07% 136
2023
Q1
$126K Hold
1,247
0.07% 149
2022
Q4
$115K Buy
1,247
+7
+0.6% +$646 0.07% 151
2022
Q3
$100K Buy
1,240
+300
+32% +$24.2K 0.07% 154
2022
Q2
$92K Hold
940
0.06% 157
2022
Q1
$111K Hold
940
0.06% 141
2021
Q4
$128K Hold
940
0.07% 129
2021
Q3
$146K Hold
940
0.09% 109
2021
Q2
$136K Hold
940
0.1% 113
2021
Q1
$124K Hold
940
0.09% 115
2020
Q4
$112K Buy
+940
New +$112K 0.1% 106