Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$176K Hold
7,877
0.14% 84
2025
Q1
$179K Hold
7,877
0.16% 82
2024
Q4
$158K Hold
7,877
0.11% 91
2024
Q3
$185K Hold
7,877
0.15% 85
2024
Q2
$244K Buy
7,877
+727
+10% +$22.5K 0.21% 67
2024
Q1
$316K Sell
7,150
-300
-4% -$13.3K 0.3% 58
2023
Q4
$374K Hold
7,450
0.41% 46
2023
Q3
$265K Hold
7,450
0.3% 58
2023
Q2
$249K Sell
7,450
-20
-0.3% -$669 0.28% 58
2023
Q1
$244K Hold
7,470
0.29% 57
2022
Q4
$197K Hold
7,470
0.23% 68
2022
Q3
$193K Hold
7,470
0.26% 65
2022
Q2
$279K Hold
7,470
0.33% 58
2022
Q1
$370K Hold
7,470
0.35% 57
2021
Q4
$385K Buy
+7,470
New +$385K 0.32% 58