Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Hold
8,465
0.15% 123
2025
Q1
$296K Hold
8,465
0.2% 107
2024
Q4
$340K Buy
8,465
+43
+0.5% +$1.73K 0.23% 99
2024
Q3
$460K Hold
8,422
0.33% 86
2024
Q2
$447K Buy
8,422
+42
+0.5% +$2.23K 0.34% 79
2024
Q1
$485K Hold
8,380
0.36% 79
2023
Q4
$460K Hold
8,380
0.41% 73
2023
Q3
$432K Hold
8,380
0.41% 72
2023
Q2
$446K Hold
8,380
0.41% 76
2023
Q1
$459K Hold
8,380
0.43% 71
2022
Q4
$422K Hold
8,380
0.4% 74
2022
Q3
$368K Hold
8,380
0.4% 82
2022
Q2
$432K Buy
8,380
+170
+2% +$8.76K 0.44% 75
2022
Q1
$523K Hold
8,210
0.48% 72
2021
Q4
$466K Buy
+8,210
New +$466K 0.42% 74
2019
Q4
$490K Buy
+8,939
New +$490K 0.48% 62