Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$475K Hold
6,748
0.37% 45
2025
Q1
$494K Hold
6,748
0.41% 41
2024
Q4
$423K Buy
+6,748
New +$423K 0.35% 45
2023
Q3
$434K Sell
6,748
-146
-2% -$9.4K 0.5% 37
2023
Q2
$416K Hold
6,894
0.46% 39
2023
Q1
$397K Hold
6,894
0.46% 37
2022
Q4
$393K Hold
6,894
0.48% 37
2022
Q3
$343K Hold
6,894
0.46% 40
2022
Q2
$360K Hold
6,894
0.47% 40
2022
Q1
$379K Buy
+6,894
New +$379K 0.42% 43