Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.78M Hold
81,254
0.08% 186
2025
Q1
$2.51M Hold
81,254
0.09% 178
2024
Q4
$2.57M Hold
81,254
0.09% 183
2024
Q3
$2.66M Hold
81,254
0.09% 180
2024
Q2
$2.15M Hold
81,254
0.08% 190
2024
Q1
$2.3M Buy
+81,254
New +$2.3M 0.09% 183
2023
Q4
Sell
-81,254
Closed -$1.97M 406
2023
Q3
$1.97M Hold
81,254
0.09% 175
2023
Q2
$2.39M Hold
81,254
0.1% 163
2023
Q1
$2.18M Sell
81,254
-481
-0.6% -$12.9K 0.09% 169
2022
Q4
$2.54M Buy
+81,735
New +$2.54M 0.11% 150
2022
Q3
Sell
-81,786
Closed -$2.06M 387
2022
Q2
$2.06M Hold
81,786
0.09% 176
2022
Q1
$2.38M Buy
81,786
+145
+0.2% +$4.21K 0.09% 184
2021
Q4
$2.14M Hold
81,641
0.08% 193
2021
Q3
$1.93M Buy
81,641
+387
+0.5% +$9.16K 0.07% 202
2021
Q2
$2.08M Hold
81,254
0.08% 203
2021
Q1
$1.87M Buy
+81,254
New +$1.87M 0.07% 212