Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$678K Hold
1,900
0.24% 79
2025
Q1
$516K Buy
1,900
+600
+46% +$163K 0.22% 91
2024
Q4
$431K Buy
1,300
+200
+18% +$66.4K 0.27% 76
2024
Q3
$365K Hold
1,100
0.17% 72
2024
Q2
$345K Hold
1,100
0.17% 73
2024
Q1
$344K Hold
1,100
0.17% 71
2023
Q4
$265K Hold
1,100
0.14% 89
2023
Q3
$235K Hold
1,100
0.14% 93
2023
Q2
$221K Hold
1,100
0.12% 97
2023
Q1
$188K Hold
1,100
0.11% 107
2022
Q4
$173K Hold
1,100
0.1% 115
2022
Q3
$147K Buy
+1,100
New +$147K 0.09% 125