Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Hold
3,170
0.31% 85
2025
Q1
$489K Hold
3,170
0.32% 80
2024
Q4
$444K Buy
3,170
+26
+0.8% +$3.65K 0.3% 85
2024
Q3
$422K Hold
3,144
0.3% 92
2024
Q2
$373K Hold
3,144
0.29% 92
2024
Q1
$386K Hold
3,144
0.28% 94
2023
Q4
$374K Hold
3,144
0.33% 82
2023
Q3
$363K Hold
3,144
0.35% 81
2023
Q2
$352K Hold
3,144
0.32% 85
2023
Q1
$360K Hold
3,144
0.34% 85
2022
Q4
$363K Hold
3,144
0.35% 85
2022
Q3
$353K Hold
3,144
0.38% 84
2022
Q2
$358K Hold
3,144
0.37% 83
2022
Q1
$429K Hold
3,144
0.39% 80
2021
Q4
$429K Buy
+3,144
New +$429K 0.38% 76
2019
Q4
$159K Buy
+1,865
New +$159K 0.16% 114