Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$630K Hold
10,361
0.27% 53
2025
Q1
$595K Hold
10,361
0.29% 54
2024
Q4
$512K Buy
10,361
+789
+8% +$39K 0.24% 62
2024
Q3
$433K Hold
9,572
0.21% 76
2024
Q2
$416K Buy
9,572
+1,613
+20% +$70.2K 0.22% 73
2024
Q1
$313K Hold
7,959
0.16% 114
2023
Q4
$323K Hold
7,959
0.18% 97
2023
Q3
$314K Hold
7,959
0.2% 96
2023
Q2
$315K Hold
7,959
0.2% 93
2023
Q1
$272K Sell
7,959
-734
-8% -$25.1K 0.18% 103
2022
Q4
$271K Sell
8,693
-1
-0% -$31 0.19% 108
2022
Q3
$227K Buy
+8,694
New +$227K 0.18% 110