Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
1,159
+18
+2% +$17.8K 0.69% 17
2025
Q1
$1.08M Buy
1,141
+25
+2% +$23.6K 0.74% 18
2024
Q4
$1.02M Hold
1,116
0.62% 21
2024
Q3
$989K Hold
1,116
0.61% 21
2024
Q2
$949K Hold
1,116
0.65% 22
2024
Q1
$818K Hold
1,116
0.57% 22
2023
Q4
$737K Buy
+1,116
New +$737K 0.51% 26
2023
Q2
$601K Hold
1,116
0.47% 29
2023
Q1
$555K Hold
1,116
0.45% 27
2022
Q4
$559K Buy
+1,116
New +$559K 0.46% 27