Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Buy
1,540
+90
+6% +$29.8K 0.18% 100
2025
Q1
$477K Hold
1,450
0.25% 89
2024
Q4
$400K Hold
1,450
0.24% 79
2024
Q3
$502K Hold
1,450
0.39% 58
2024
Q2
$479K Hold
1,450
0.38% 57
2024
Q1
$527K Hold
1,450
0.45% 54
2023
Q4
$434K Buy
+1,450
New +$434K 0.41% 57