Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$736K Hold
30,070
0.42% 45
2025
Q1
$706K Hold
30,070
0.51% 40
2024
Q4
$981K Hold
30,070
0.59% 28
2024
Q3
$1.08M Hold
30,070
0.68% 25
2024
Q2
$1.05M Sell
30,070
-1,126
-4% -$39.4K 0.63% 23
2024
Q1
$943K Hold
31,196
0.53% 29
2023
Q4
$939K Hold
31,196
0.57% 30
2023
Q3
$802K Sell
31,196
-385
-1% -$9.89K 0.54% 36
2023
Q2
$970K Hold
31,581
0.71% 26
2023
Q1
$927K Hold
31,581
0.72% 26
2022
Q4
$849K Hold
31,581
0.72% 30
2022
Q3
$787K Hold
31,581
0.75% 27
2022
Q2
$1.04M Hold
31,581
0.95% 19
2022
Q1
$1.15M Buy
31,581
+31,070
+6,080% +$1.13M 0.61% 19
2021
Q4
$19K Buy
+511
New +$19K 0.01% 849