Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Hold
2,431
0.09% 204
2025
Q1
$254K Buy
2,431
+900
+59% +$93.9K 0.11% 180
2024
Q4
$207K Buy
1,531
+231
+18% +$31.2K 0.13% 148
2024
Q3
$203K Hold
1,300
0.09% 144
2024
Q2
$192K Hold
1,300
0.09% 135
2024
Q1
$230K Hold
1,300
0.11% 110
2023
Q4
$185K Hold
1,300
0.1% 122
2023
Q3
$144K Hold
1,300
0.08% 145
2023
Q2
$171K Hold
1,300
0.1% 128
2023
Q1
$215K Hold
1,300
0.13% 96
2022
Q4
$194K Hold
1,300
0.12% 104
2022
Q3
$193K Buy
+1,300
New +$193K 0.12% 94