Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$855K Hold
2,692
0.41% 59
2025
Q1
$698K Buy
2,692
+286
+12% +$74.1K 0.37% 62
2024
Q4
$972K Hold
2,406
0.5% 48
2024
Q3
$629K Hold
2,406
0.33% 74
2024
Q2
$476K Buy
+2,406
New +$476K 0.26% 89