Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$704K Hold
5,177
0.22% 63
2025
Q1
$687K Hold
5,177
0.23% 61
2024
Q4
$586K Buy
5,177
+1,350
+35% +$153K 0.21% 62
2024
Q3
$436K Hold
3,827
0.15% 74
2024
Q2
$398K Hold
3,827
0.14% 73
2024
Q1
$435K Hold
3,827
0.16% 70
2023
Q4
$421K Hold
3,827
0.17% 68
2023
Q3
$371K Hold
3,827
0.16% 68
2023
Q2
$417K Hold
3,827
0.17% 65
2023
Q1
$388K Hold
3,827
0.17% 65
2022
Q4
$420K Hold
3,827
0.18% 61
2022
Q3
$370K Hold
3,827
0.17% 64
2022
Q2
$416K Hold
3,827
0.18% 62
2022
Q1
$453K Hold
3,827
0.17% 63
2021
Q4
$539K Hold
3,827
0.2% 63
2021
Q3
$452K Hold
3,827
0.18% 68
2021
Q2
$444K Hold
3,827
0.21% 61
2021
Q1
$459K Hold
3,827
0.23% 56
2020
Q4
$419K Buy
+3,827
New +$419K 0.23% 53