Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$706K Buy
2,436
+3
+0.1% +$869 0.32% 72
2025
Q1
$735K Buy
2,433
+2
+0.1% +$604 0.36% 69
2024
Q4
$672K Hold
2,431
0.33% 76
2024
Q3
$701K Hold
2,431
0.37% 69
2024
Q2
$620K Hold
2,431
0.36% 76
2024
Q1
$630K Buy
2,431
+50
+2% +$13K 0.41% 66
2023
Q4
$538K Buy
+2,381
New +$538K 0.38% 70