Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$816K Buy
1,036
+88
+9% +$69.3K 0.05% 165
2025
Q1
$582K Buy
948
+126
+15% +$77.4K 0.04% 182
2024
Q4
$517K Hold
822
0.04% 185
2024
Q3
$510K Hold
822
0.04% 179
2024
Q2
$540K Buy
822
+147
+22% +$96.6K 0.04% 169
2024
Q1
$439K Buy
675
+64
+10% +$41.6K 0.04% 184
2023
Q4
$382K Buy
611
+25
+4% +$15.6K 0.04% 180
2023
Q3
$299K Buy
+586
New +$299K 0.03% 185