Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158K Hold
1,768
0.1% 117
2025
Q1
$134K Hold
1,768
0.09% 117
2024
Q4
$137K Hold
1,768
0.09% 125
2024
Q3
$129K Hold
1,768
0.09% 125
2024
Q2
$107K Hold
1,768
0.08% 122
2024
Q1
$112K Hold
1,768
0.1% 107
2023
Q4
$103K Hold
1,768
0.1% 110
2023
Q3
$85.9K Buy
1,768
+25
+1% +$1.22K 0.07% 142
2023
Q2
$86.9K Sell
1,743
-15
-0.9% -$748 0.07% 146
2023
Q1
$96.1K Buy
1,758
+15
+0.9% +$820 0.08% 139
2022
Q4
$107K Hold
1,743
0.09% 128
2022
Q3
$99K Hold
1,743
0.08% 163
2022
Q2
$89K Hold
1,743
0.07% 189
2022
Q1
$104K Hold
1,743
0.07% 182
2021
Q4
$122K Hold
1,743
0.08% 178
2021
Q3
$112K Hold
1,743
0.08% 186
2021
Q2
$102K Hold
1,743
0.07% 193
2021
Q1
$86K Hold
1,743
0.07% 204
2020
Q4
$77K Buy
+1,743
New +$77K 0.07% 206