Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$433K Hold
6,236
0.21% 54
2025
Q1
$385K Hold
6,236
0.21% 48
2024
Q4
$369K Hold
6,236
0.19% 55
2024
Q3
$332K Hold
6,236
0.17% 61
2024
Q2
$296K Buy
6,236
+707
+13% +$33.6K 0.17% 64
2024
Q1
$276K Hold
5,529
0.16% 63
2023
Q4
$279K Hold
5,529
0.19% 58
2023
Q3
$297K Hold
5,529
0.24% 49
2023
Q2
$286K Sell
5,529
-450
-8% -$23.3K 0.22% 53
2023
Q1
$313K Hold
5,979
0.25% 43
2022
Q4
$285K Hold
5,979
0.18% 51
2022
Q3
$239K Buy
+5,979
New +$239K 0.28% 49