Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$655K Hold
1,835
0.26% 64
2025
Q1
$499K Hold
1,835
0.22% 71
2024
Q4
$609K Hold
1,835
0.25% 64
2024
Q3
$608K Hold
1,835
0.26% 62
2024
Q2
$575K Hold
1,835
0.3% 47
2024
Q1
$574K Hold
1,835
0.26% 63
2023
Q4
$442K Hold
1,835
0.22% 73
2023
Q3
$391K Hold
1,835
0.21% 76
2023
Q2
$369K Hold
1,835
0.19% 74
2023
Q1
$314K Hold
1,835
0.17% 85
2022
Q4
$288K Hold
1,835
0.16% 87
2022
Q3
$245K Hold
1,835
0.14% 95
2022
Q2
$231K Hold
1,835
0.12% 100
2022
Q1
$278K Hold
1,835
0.12% 99
2021
Q4
$317K Hold
1,835
0.13% 96
2021
Q3
$274K Hold
1,835
0.12% 107
2021
Q2
$272K Hold
1,835
0.12% 112
2021
Q1
$254K Hold
1,835
0.12% 115
2020
Q4
$220K Buy
+1,835
New +$220K 0.11% 117