Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$898K Buy
11,000
+100
+0.9% +$8.16K 0.33% 37
2025
Q1
$1.08M Hold
10,900
0.45% 29
2024
Q4
$1.09M Hold
10,900
0.43% 30
2024
Q3
$993K Hold
10,900
0.42% 34
2024
Q2
$889K Hold
10,900
0.46% 34
2024
Q1
$874K Hold
10,900
0.51% 32
2023
Q4
$765K Hold
10,900
0.43% 37
2023
Q3
$691K Hold
10,900
0.23% 72
2023
Q2
$673K Hold
10,900
0.2% 81
2023
Q1
$693K Hold
10,900
0.14% 92
2022
Q4
$716K Hold
10,900
0.22% 79
2022
Q3
$559K Buy
+10,900
New +$559K 0.2% 76