Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85K Hold
3,473
0.03% 41
2025
Q1
$96.2K Hold
3,473
0.04% 37
2024
Q4
$113K Hold
3,473
0.05% 33
2024
Q3
$125K Sell
3,473
-55
-2% -$1.97K 0.05% 33
2024
Q2
$124K Buy
3,528
+55
+2% +$1.93K 0.05% 33
2024
Q1
$105K Hold
3,473
0.04% 35
2023
Q4
$105K Hold
3,473
0.04% 36
2023
Q3
$89.3K Sell
3,473
-450
-11% -$11.6K 0.05% 40
2023
Q2
$120K Buy
3,923
+450
+13% +$13.8K 0.06% 36
2023
Q1
$102K Hold
3,473
0.06% 36
2022
Q4
$93.3K Hold
3,473
0.05% 36
2022
Q3
$87K Hold
3,473
0.05% 37
2022
Q2
$114K Hold
3,473
0.07% 34
2022
Q1
$126K Hold
3,473
0.07% 32
2021
Q4
$131K Hold
3,473
0.07% 32
2021
Q3
$95K Hold
3,473
0.06% 32
2021
Q2
$105K Hold
3,473
0.07% 32
2021
Q1
$110K Hold
3,473
0.08% 29
2020
Q4
$85K Buy
+3,473
New +$85K 0.06% 33