Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Buy
8,102
+478
+6% +$37.8K 0.34% 20
2025
Q1
$684K Hold
7,624
0.41% 18
2024
Q4
$758K Hold
7,624
0.45% 19
2024
Q3
$866K Hold
7,624
0.52% 17
2024
Q2
$944K Sell
7,624
-24
-0.3% -$2.97K 0.6% 17
2024
Q1
$1.01M Buy
+7,648
New +$1.01M 0.66% 16