Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Hold
1,489
0.11% 103
2025
Q1
$262K Sell
1,489
-100
-6% -$17.6K 0.11% 99
2024
Q4
$298K Hold
1,589
0.12% 93
2024
Q3
$305K Sell
1,589
-379
-19% -$72.7K 0.13% 94
2024
Q2
$355K Sell
1,968
-88
-4% -$15.9K 0.18% 69
2024
Q1
$364K Hold
2,056
0.17% 87
2023
Q4
$316K Hold
2,056
0.16% 87
2023
Q3
$287K Hold
2,056
0.15% 85
2023
Q2
$304K Hold
2,056
0.16% 87
2023
Q1
$312K Hold
2,056
0.17% 86
2022
Q4
$278K Sell
2,056
-77
-4% -$10.4K 0.15% 88
2022
Q3
$249K Hold
2,133
0.14% 93
2022
Q2
$259K Hold
2,133
0.13% 96
2022
Q1
$335K Hold
2,133
0.15% 94
2021
Q4
$387K Hold
2,133
0.16% 89
2021
Q3
$332K Hold
2,133
0.15% 96
2021
Q2
$321K Hold
2,133
0.15% 99
2021
Q1
$292K Hold
2,133
0.14% 105
2020
Q4
$269K Hold
2,133
0.13% 109
2020
Q3
$231K Buy
+2,133
New +$231K 0.13% 109