Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169K Hold
1,000
0.07% 156
2025
Q1
$141K Hold
1,000
0.06% 162
2024
Q4
$158K Hold
1,000
0.07% 143
2024
Q3
$127K Hold
1,000
0.06% 157
2024
Q2
$108K Hold
1,000
0.05% 155
2024
Q1
$91.5K Hold
1,000
0.05% 163
2023
Q4
$62.6K Hold
1,000
0.03% 192
2023
Q3
$44.3K Hold
1,000
0.03% 216
2023
Q2
$48.7K Hold
1,000
0.03% 213
2023
Q1
$55.5K Hold
1,000
0.03% 211
2022
Q4
$40.2K Hold
1,000
0.02% 238
2022
Q3
$44K Hold
1,000
0.03% 222
2022
Q2
$35K Hold
1,000
0.02% 244
2022
Q1
$41K Hold
1,000
0.02% 227
2021
Q4
$93K Hold
1,000
0.05% 153
2021
Q3
$111K Hold
1,000
0.07% 132
2021
Q2
$114K Hold
1,000
0.08% 120
2021
Q1
$102K Hold
1,000
0.08% 122
2020
Q4
$100K Buy
+1,000
New +$100K 0.09% 114