Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$883K Buy
4,040
+1,240
+44% +$271K 0.44% 42
2025
Q1
$391K Hold
2,800
0.23% 83
2024
Q4
$467K Hold
2,800
0.26% 60
2024
Q3
$477K Hold
2,800
0.27% 66
2024
Q2
$395K Hold
2,800
0.23% 73
2024
Q1
$352K Hold
2,800
0.21% 87
2023
Q4
$295K Hold
2,800
0.2% 96
2023
Q3
$297K Hold
2,800
0.23% 84
2023
Q2
$333K Hold
2,800
0.23% 71
2023
Q1
$260K Buy
2,800
+200
+8% +$18.6K 0.21% 93
2022
Q4
$213K Buy
+2,600
New +$213K 0.19% 108