Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Buy
2,922
+70
+2% +$7.88K 0.15% 112
2025
Q1
$320K Hold
2,852
0.17% 112
2024
Q4
$319K Hold
2,852
0.16% 108
2024
Q3
$397K Hold
2,852
0.22% 98
2024
Q2
$335K Hold
2,852
0.2% 104
2024
Q1
$372K Buy
2,852
+2
+0.1% +$261 0.23% 99
2023
Q4
$354K Buy
+2,850
New +$354K 0.26% 94