Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$423K Hold
5,961
0.15% 124
2025
Q1
$378K Buy
5,961
+2,000
+50% +$127K 0.16% 127
2024
Q4
$300K Buy
3,961
+561
+17% +$42.5K 0.19% 102
2024
Q3
$301K Hold
3,400
0.14% 94
2024
Q2
$256K Hold
3,400
0.12% 97
2024
Q1
$320K Hold
3,400
0.16% 80
2023
Q4
$369K Hold
3,400
0.2% 63
2023
Q3
$325K Hold
3,400
0.19% 63
2023
Q2
$375K Hold
3,400
0.21% 52
2023
Q1
$417K Hold
3,400
0.25% 46
2022
Q4
$398K Hold
3,400
0.24% 48
2022
Q3
$283K Buy
+3,400
New +$283K 0.18% 65