Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
7,671
+19
+0.2% +$3K 0.54% 9
2025
Q1
$1.03M Buy
7,652
+23
+0.3% +$3.1K 0.5% 10
2024
Q4
$1.1M Buy
7,629
+21
+0.3% +$3.03K 0.54% 9
2024
Q3
$1.24M Buy
7,608
+18
+0.2% +$2.93K 0.71% 9
2024
Q2
$1.11M Buy
7,590
+20
+0.3% +$2.92K 0.7% 9
2024
Q1
$992K Buy
7,570
+48
+0.6% +$6.29K 0.66% 9
2023
Q4
$814K Hold
7,522
0.6% 11
2023
Q3
$693K Hold
7,522
0.61% 12
2023
Q2
$666K Buy
7,522
+200
+3% +$17.7K 0.56% 13
2023
Q1
$674K Hold
7,322
0.58% 13
2022
Q4
$770K Buy
+7,322
New +$770K 0.69% 11