Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Hold
1,786
0.06% 108
2025
Q1
$213K Hold
1,786
0.06% 97
2024
Q4
$207K Hold
1,786
0.07% 105
2024
Q3
$241K Hold
1,786
0.08% 135
2024
Q2
$242K Hold
1,786
0.09% 135
2024
Q1
$231K Hold
1,786
0.09% 141
2023
Q4
$204K Buy
+1,786
New +$204K 0.09% 132
2023
Q3
Sell
-1,786
Closed -$201K 153
2023
Q2
$201K Buy
+1,786
New +$201K 0.09% 141
2022
Q1
Sell
-1,786
Closed -$214K 151
2021
Q4
$214K Hold
1,786
0.1% 130
2021
Q3
$221K Hold
1,786
0.12% 129
2021
Q2
$214K Buy
+1,786
New +$214K 0.11% 139
2019
Q4
Sell
-1,786
Closed -$142K 347
2019
Q3
$142K Buy
+1,786
New +$142K 0.11% 112