Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Hold
1,488
0.13% 82
2025
Q1
$197K Hold
1,488
0.14% 79
2024
Q4
$168K Hold
1,488
0.12% 87
2024
Q3
$170K Hold
1,488
0.11% 87
2024
Q2
$155K Hold
1,488
0.11% 90
2024
Q1
$169K Hold
1,488
0.12% 94
2023
Q4
$164K Buy
1,488
+25
+2% +$2.75K 0.12% 92
2023
Q3
$142K Hold
1,463
0.11% 92
2023
Q2
$159K Hold
1,463
0.12% 89
2023
Q1
$148K Hold
1,463
0.11% 86
2022
Q4
$161K Hold
1,463
0.12% 87
2022
Q3
$142K Hold
1,463
0.11% 83
2022
Q2
$159K Hold
1,463
0.11% 87
2022
Q1
$173K Hold
1,463
0.1% 88
2021
Q4
$206K Hold
1,463
0.12% 88
2021
Q3
$173K Hold
1,463
0.11% 88
2021
Q2
$170K Hold
1,463
0.1% 89
2021
Q1
$175K Hold
1,463
0.11% 96
2020
Q4
$160K Buy
+1,463
New +$160K 0.11% 90