Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$443K Buy
4,951
+4
+0.1% +$358 0.02% 165
2025
Q1
$371K Hold
4,947
0.02% 179
2024
Q4
$383K Hold
4,947
0.02% 180
2024
Q3
$361K Hold
4,947
0.02% 184
2024
Q2
$298K Hold
4,947
0.01% 196
2024
Q1
$312K Hold
4,947
0.02% 171
2023
Q4
$288K Hold
4,947
0.02% 180
2023
Q3
$240K Hold
4,947
0.01% 182
2023
Q2
$247K Hold
4,947
0.01% 180
2023
Q1
$270K Hold
4,947
0.02% 166
2022
Q4
$303K Hold
4,947
0.02% 158
2022
Q3
$280K Hold
4,947
0.02% 137
2022
Q2
$252K Hold
4,947
0.02% 162
2022
Q1
$294K Hold
4,947
0.02% 165
2021
Q4
$346K Hold
4,947
0.02% 153
2021
Q3
$318K Buy
4,947
+687
+16% +$44.2K 0.02% 142
2021
Q2
$250K Hold
4,260
0.02% 157
2021
Q1
$209K Buy
+4,260
New +$209K 0.02% 177