Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$896K Hold
1,000
0.42% 55
2025
Q1
$680K Hold
1,000
0.37% 63
2024
Q4
$630K Hold
1,000
0.33% 69
2024
Q3
$774K Hold
1,000
0.43% 58
2024
Q2
$825K Hold
1,000
0.48% 53
2024
Q1
$699K Hold
1,000
0.39% 56
2023
Q4
$581K Hold
1,000
0.35% 61
2023
Q3
$459K Hold
1,000
0.33% 67
2023
Q2
$485K Hold
1,000
0.32% 70
2023
Q1
$399K Hold
1,000
0.29% 73
2022
Q4
$377K Hold
1,000
0.31% 68
2022
Q3
$303K Hold
1,000
0.28% 70
2022
Q2
$319K Buy
+1,000
New +$319K 0.31% 63