Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$612K Buy
27,977
+8,909
+47% +$195K 0.38% 30
2025
Q1
$374K Hold
19,068
0.2% 43
2024
Q4
$299K Hold
19,068
0.15% 57
2024
Q3
$346K Hold
19,068
0.16% 47
2024
Q2
$327K Hold
19,068
0.15% 45
2024
Q1
$314K Hold
19,068
0.15% 52
2023
Q4
$286K Hold
19,068
0.15% 51
2023
Q3
$251K Hold
19,068
0.14% 52
2023
Q2
$257K Buy
19,068
+2,930
+18% +$39.5K 0.14% 53
2023
Q1
$192K Buy
+16,138
New +$192K 0.09% 53