Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$669K Hold
5,327
0.07% 132
2025
Q1
$729K Buy
5,327
+249
+5% +$34.1K 0.09% 116
2024
Q4
$777K Hold
5,078
0.09% 113
2024
Q3
$984K Hold
5,078
0.12% 87
2024
Q2
$1.18M Hold
5,078
0.15% 77
2024
Q1
$1.09M Hold
5,078
0.11% 84
2023
Q4
$1.31M Hold
5,078
0.14% 75
2023
Q3
$1.31M Hold
5,078
0.15% 70
2023
Q2
$1.45M Hold
5,078
0.16% 70
2023
Q1
$1.41M Hold
5,078
0.16% 70
2022
Q4
$1.41M Hold
5,078
0.18% 74
2022
Q3
$1.36M Hold
5,078
0.25% 68
2022
Q2
$1.04M Hold
5,078
0.27% 72
2022
Q1
$1.07M Hold
5,078
0.26% 73
2021
Q4
$1.22M Hold
5,078
0.29% 69
2021
Q3
$1.44M Sell
5,078
-1,350
-21% -$382K 0.36% 64
2021
Q2
$2.23M Buy
6,428
+527
+9% +$182K 0.41% 57
2021
Q1
$1.65M Hold
5,901
0.32% 66
2020
Q4
$1.45M Hold
5,901
0.33% 67
2020
Q3
$1.67M Hold
5,901
0.48% 55
2020
Q2
$1.58M Buy
5,901
+177
+3% +$47.4K 0.53% 62
2020
Q1
$1.81M Buy
+5,724
New +$1.81M 1.95% 4