Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Hold
5,281
0.22% 67
2025
Q1
$335K Hold
5,281
0.22% 64
2024
Q4
$400K Hold
5,281
0.24% 61
2024
Q3
$467K Hold
5,281
0.29% 59
2024
Q2
$398K Buy
5,281
+30
+0.6% +$2.26K 0.25% 60
2024
Q1
$493K Hold
5,251
0.31% 59
2023
Q4
$564K Hold
5,251
0.47% 37
2023
Q3
$503K Sell
5,251
-1,100
-17% -$105K 0.45% 40
2023
Q2
$701K Sell
6,351
-1,518
-19% -$168K 0.58% 35
2023
Q1
$951K Hold
7,869
0.84% 24
2022
Q4
$921K Buy
+7,869
New +$921K 0.85% 24