Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$341K Hold
4,842
0.11% 169
2025
Q1
$355K Hold
4,842
0.12% 158
2024
Q4
$303K Hold
4,842
0.1% 166
2024
Q3
$319K Hold
4,842
0.11% 163
2024
Q2
$349K Hold
4,842
0.13% 153
2024
Q1
$325K Hold
4,842
0.12% 154
2023
Q4
$319K Hold
4,842
0.13% 139
2023
Q3
$312K Hold
4,842
0.14% 136
2023
Q2
$292K Hold
4,842
0.13% 144
2023
Q1
$279K Hold
4,842
0.13% 147
2022
Q4
$276K Hold
4,842
0.14% 146
2022
Q3
$241K Buy
4,842
+53
+1% +$2.64K 0.12% 150
2022
Q2
$250K Hold
4,789
0.12% 151
2022
Q1
$263K Buy
+4,789
New +$263K 0.11% 158