Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$554K Buy
5,831
+2
+0% +$190 0.02% 147
2025
Q1
$565K Hold
5,829
0.02% 136
2024
Q4
$604K Hold
5,829
0.03% 135
2024
Q3
$575K Hold
5,829
0.03% 129
2024
Q2
$600K Hold
5,829
0.03% 129
2024
Q1
$722K Buy
5,829
+324
+6% +$40.1K 0.04% 102
2023
Q4
$538K Hold
5,505
0.03% 120
2023
Q3
$468K Hold
5,505
0.03% 113
2023
Q2
$460K Hold
5,505
0.03% 115
2023
Q1
$403K Hold
5,505
0.02% 125
2022
Q4
$363K Hold
5,505
0.02% 140
2022
Q3
$307K Hold
5,505
0.02% 129
2022
Q2
$302K Hold
5,505
0.02% 143
2022
Q1
$323K Hold
5,505
0.02% 151
2021
Q4
$324K Buy
+5,505
New +$324K 0.02% 162
2020
Q1
Sell
-2,213
Closed -$117K 166
2019
Q4
$117K Buy
+2,213
New +$117K 0.01% 143