Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$757K Hold
2,710
0.27% 67
2025
Q1
$844K Buy
2,710
+900
+50% +$280K 0.36% 51
2024
Q4
$472K Buy
1,810
+357
+25% +$93K 0.3% 68
2024
Q3
$468K Buy
1,453
+53
+4% +$17.1K 0.21% 58
2024
Q2
$437K Hold
1,400
0.21% 54
2024
Q1
$398K Hold
1,400
0.2% 61
2023
Q4
$403K Hold
1,400
0.22% 54
2023
Q3
$376K Hold
1,400
0.22% 53
2023
Q2
$311K Hold
1,400
0.17% 69
2023
Q1
$338K Hold
1,400
0.2% 59
2022
Q4
$368K Hold
1,400
0.22% 51
2022
Q3
$316K Buy
+1,400
New +$316K 0.2% 54