Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$688K Hold
8,686
0.4% 48
2025
Q1
$780K Hold
8,686
0.51% 44
2024
Q4
$864K Hold
8,686
0.52% 42
2024
Q3
$986K Hold
8,686
0.61% 37
2024
Q2
$1.08M Buy
8,686
+42
+0.5% +$5.2K 0.69% 34
2024
Q1
$1.14M Buy
8,644
+2,151
+33% +$284K 0.72% 34
2023
Q4
$725K Hold
6,493
0.61% 31
2023
Q3
$671K Hold
6,493
0.6% 32
2023
Q2
$749K Hold
6,493
0.62% 30
2023
Q1
$718K Buy
6,493
+578
+10% +$63.9K 0.63% 32
2022
Q4
$656K Buy
+5,915
New +$656K 0.6% 32