Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Hold
7,435
0.52% 30
2025
Q1
$1.15M Buy
7,435
+930
+14% +$144K 0.37% 36
2024
Q4
$1.2M Hold
6,505
0.41% 32
2024
Q3
$1.18M Hold
6,505
0.42% 32
2024
Q2
$1.18M Hold
6,505
0.42% 32
2024
Q1
$1.23M Hold
6,505
0.49% 29
2023
Q4
$1.14M Hold
6,505
0.54% 28
2023
Q3
$922K Hold
6,505
0.5% 29
2023
Q2
$926K Hold
6,505
0.48% 29
2023
Q1
$834K Hold
6,505
0.49% 29
2022
Q4
$781K Hold
6,505
0.46% 30
2022
Q3
$680K Hold
6,505
0.36% 31
2022
Q2
$692K Hold
6,505
0.23% 35
2022
Q1
$701K Buy
6,505
+605
+10% +$65.2K 0.21% 37
2021
Q4
$715K Buy
+5,900
New +$715K 0.22% 40