Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Hold
6,472
0.86% 34
2025
Q1
$1.07M Hold
6,472
0.7% 33
2024
Q4
$1.28M Hold
6,472
0.77% 35
2024
Q3
$1.12M Hold
6,472
0.7% 34
2024
Q2
$1.12M Buy
6,472
+39
+0.6% +$6.78K 0.72% 33
2024
Q1
$875K Buy
6,433
+343
+6% +$46.7K 0.55% 42
2023
Q4
$624K Hold
6,090
0.52% 36
2023
Q3
$530K Hold
6,090
0.47% 37
2023
Q2
$615K Hold
6,090
0.51% 38
2023
Q1
$555K Hold
6,090
0.49% 41
2022
Q4
$454K Buy
+6,090
New +$454K 0.42% 49