Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Hold
2,243
0.37% 44
2025
Q1
$1.04M Buy
2,243
+700
+45% +$326K 0.44% 41
2024
Q4
$646K Buy
1,543
+243
+19% +$102K 0.41% 45
2024
Q3
$620K Hold
1,300
0.28% 36
2024
Q2
$570K Hold
1,300
0.27% 39
2024
Q1
$604K Hold
1,300
0.3% 34
2023
Q4
$534K Hold
1,300
0.29% 37
2023
Q3
$484K Hold
1,300
0.28% 38
2023
Q2
$495K Hold
1,300
0.28% 41
2023
Q1
$462K Hold
1,300
0.28% 39
2022
Q4
$424K Hold
1,300
0.25% 43
2022
Q3
$350K Buy
+1,300
New +$350K 0.22% 47