Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Buy
1,193
+136
+13% +$12.9K 0.06% 145
2025
Q1
$103K Hold
1,057
0.06% 126
2024
Q4
$110K Hold
1,057
0.06% 126
2024
Q3
$104K Hold
1,057
0.06% 130
2024
Q2
$109K Hold
1,057
0.07% 122
2024
Q1
$131K Hold
1,057
0.09% 110
2023
Q4
$103K Hold
1,057
0.08% 119
2023
Q3
$89.9K Hold
1,057
0.08% 124
2023
Q2
$88.4K Hold
1,057
0.07% 124
2023
Q1
$77.4K Sell
1,057
-311
-23% -$22.8K 0.07% 127
2022
Q4
$90.3K Hold
1,368
0.08% 133
2022
Q3
$76K Hold
1,368
0.07% 130
2022
Q2
$75K Sell
1,368
-771
-36% -$42.3K 0.06% 152
2022
Q1
$126K Buy
2,139
+552
+35% +$32.5K 0.08% 138
2021
Q4
$93K Buy
+1,587
New +$93K 0.06% 168
2020
Q2
Sell
-188
Closed -$8K 277
2020
Q1
$8K Buy
+188
New +$8K 0.03% 202