Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$490K Buy
10,192
+58
+0.6% +$2.79K 0.15% 69
2025
Q1
$492K Buy
10,134
+69
+0.7% +$3.35K 0.17% 70
2024
Q4
$491K Sell
10,065
-44
-0.4% -$2.15K 0.16% 73
2024
Q3
$628K Buy
10,109
+18
+0.2% +$1.12K 0.21% 67
2024
Q2
$576K Buy
10,091
+91
+0.9% +$5.2K 0.22% 68
2024
Q1
$577K Hold
10,000
0.24% 74
2023
Q4
$683K Hold
10,000
0.33% 65
2023
Q3
$569K Hold
10,000
0.35% 63
2023
Q2
$597K Hold
10,000
0.38% 62
2023
Q1
$634K Hold
10,000
0.43% 58
2022
Q4
$621K Hold
10,000
0.46% 59
2022
Q3
$500K Buy
+10,000
New +$500K 0.41% 57