Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Hold
2,423
0.13% 139
2025
Q1
$399K Buy
2,423
+900
+59% +$148K 0.17% 120
2024
Q4
$248K Buy
1,523
+323
+27% +$52.6K 0.16% 125
2024
Q3
$234K Buy
1,200
+100
+9% +$19.5K 0.11% 122
2024
Q2
$191K Hold
1,100
0.09% 138
2024
Q1
$186K Hold
1,100
0.09% 143
2023
Q4
$217K Hold
1,100
0.12% 109
2023
Q3
$191K Hold
1,100
0.11% 114
2023
Q2
$189K Hold
1,100
0.11% 110
2023
Q1
$183K Hold
1,100
0.11% 110
2022
Q4
$161K Hold
1,100
0.1% 125
2022
Q3
$163K Buy
+1,100
New +$163K 0.1% 106