Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Hold
11,511
0.11% 154
2025
Q1
$292K Buy
11,511
+106
+0.9% +$2.69K 0.11% 147
2024
Q4
$241K Buy
11,405
+80
+0.7% +$1.69K 0.09% 162
2024
Q3
$219K Buy
+11,325
New +$219K 0.09% 175