Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
1,975
+1
+0.1% +$186 0.2% 57
2025
Q1
$414K Hold
1,974
0.23% 52
2024
Q4
$351K Buy
1,974
+1
+0.1% +$178 0.2% 51
2024
Q3
$390K Buy
1,973
+26
+1% +$5.14K 0.22% 51
2024
Q2
$334K Buy
1,947
+1
+0.1% +$171 0.2% 52
2024
Q1
$354K Buy
1,946
+1
+0.1% +$182 0.21% 50
2023
Q4
$301K Buy
+1,945
New +$301K 0.2% 56