Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$703K Buy
3,102
+354
+13% +$80.2K 0.27% 81
2025
Q1
$456K Hold
2,748
0.19% 104
2024
Q4
$543K Buy
2,748
+1
+0% +$197 0.22% 90
2024
Q3
$477K Hold
2,747
0.2% 93
2024
Q2
$477K Buy
2,747
+1
+0% +$174 0.21% 93
2024
Q1
$374K Buy
2,746
+1
+0% +$136 0.17% 108
2023
Q4
$285K Buy
2,745
+1
+0% +$104 0.14% 120
2023
Q3
$238K Buy
2,744
+1
+0% +$87 0.13% 126
2023
Q2
$277K Buy
2,743
+1
+0% +$101 0.14% 116
2023
Q1
$255K Buy
2,742
+1
+0% +$93 0.13% 121
2022
Q4
$204K Sell
2,741
-815
-23% -$60.7K 0.11% 141
2022
Q3
$244K Buy
3,556
+817
+30% +$56.1K 0.07% 224
2022
Q2
$224K Buy
2,739
+1
+0% +$82 0.11% 144
2022
Q1
$285K Hold
2,738
0.12% 130
2021
Q4
$329K Buy
+2,738
New +$329K 0.13% 127