Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$835K Hold
2,158
0.3% 60
2025
Q1
$828K Buy
2,158
+700
+48% +$268K 0.35% 56
2024
Q4
$648K Buy
1,458
+158
+12% +$70.3K 0.41% 43
2024
Q3
$673K Hold
1,300
0.31% 34
2024
Q2
$722K Hold
1,300
0.35% 30
2024
Q1
$656K Hold
1,300
0.33% 32
2023
Q4
$776K Hold
1,300
0.41% 24
2023
Q3
$663K Hold
1,300
0.38% 26
2023
Q2
$636K Hold
1,300
0.36% 26
2023
Q1
$501K Hold
1,300
0.3% 36
2022
Q4
$437K Hold
1,300
0.26% 40
2022
Q3
$358K Buy
+1,300
New +$358K 0.23% 46