Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Hold
2,654
0.07% 151
2025
Q1
$352K Hold
2,654
0.08% 149
2024
Q4
$300K Sell
2,654
-31
-1% -$3.51K 0.06% 175
2024
Q3
$306K Hold
2,685
0.07% 165
2024
Q2
$279K Hold
2,685
0.07% 186
2024
Q1
$305K Hold
2,685
0.07% 185
2023
Q4
$296K Sell
2,685
-22
-0.8% -$2.42K 0.08% 186
2023
Q3
$262K Buy
2,707
+20
+0.7% +$1.94K 0.08% 188
2023
Q2
$293K Hold
2,687
0.08% 171
2023
Q1
$272K Buy
2,687
+200
+8% +$20.3K 0.08% 170
2022
Q4
$273K Sell
2,487
-1,000
-29% -$110K 0.09% 168
2022
Q3
$337K Hold
3,487
0.12% 141
2022
Q2
$379K Hold
3,487
0.13% 135
2022
Q1
$413K Buy
3,487
+1,000
+40% +$118K 0.11% 146
2021
Q4
$350K Hold
2,487
0.09% 169
2021
Q3
$294K Hold
2,487
0.08% 176
2021
Q2
$288K Buy
2,487
+227
+10% +$26.3K 0.08% 174
2021
Q1
$274K Buy
2,260
+227
+11% +$27.5K 0.08% 178
2020
Q4
$223K Hold
2,033
0.07% 193
2020
Q3
$221K Buy
+2,033
New +$221K 0.08% 179