Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581K Hold
3,703
0.05% 127
2025
Q1
$478K Hold
3,703
0.04% 129
2024
Q4
$529K Hold
3,703
0.04% 126
2024
Q3
$554K Hold
3,703
0.05% 122
2024
Q2
$478K Hold
3,703
0.04% 128
2024
Q1
$504K Hold
3,703
0.05% 121
2023
Q4
$442K Hold
3,703
0.04% 132
2023
Q3
$363K Hold
3,703
0.04% 139
2023
Q2
$345K Sell
3,703
-61
-2% -$5.69K 0.03% 138
2023
Q1
$325K Hold
3,764
0.03% 143
2022
Q4
$305K Hold
3,764
0.03% 146
2022
Q3
$246K Buy
3,764
+3
+0.1% +$196 0.02% 183
2022
Q2
$253K Hold
3,761
0.02% 182
2022
Q1
$283K Hold
3,761
0.02% 206
2021
Q4
$384K Buy
+3,761
New +$384K 0.03% 186