Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Hold
2,393
0.1% 89
2025
Q1
$309K Hold
2,393
0.09% 85
2024
Q4
$342K Hold
2,393
0.12% 88
2024
Q3
$358K Hold
2,393
0.12% 116
2024
Q2
$309K Hold
2,393
0.11% 123
2024
Q1
$326K Hold
2,393
0.13% 118
2023
Q4
$286K Hold
2,393
0.13% 116
2023
Q3
$234K Hold
2,393
0.12% 119
2023
Q2
$223K Hold
2,393
0.1% 133
2023
Q1
$207K Buy
+2,393
New +$207K 0.09% 135
2022
Q1
Sell
-2,393
Closed -$245K 138
2021
Q4
$245K Hold
2,393
0.11% 122
2021
Q3
$205K Hold
2,393
0.11% 134
2021
Q2
$219K Hold
2,393
0.11% 138
2021
Q1
$218K Buy
+2,393
New +$218K 0.12% 134
2019
Q4
Sell
-2,393
Closed -$146K 216
2019
Q3
$146K Buy
+2,393
New +$146K 0.11% 109