Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
+9,109
New +$224K 0.21% 67
2024
Q3
$248K Hold
10,234
0.23% 62
2024
Q2
$296K Hold
10,234
0.29% 53
2024
Q1
$277K Buy
10,234
+1,125
+12% +$30.5K 0.26% 56
2023
Q4
$262K Hold
9,109
0.27% 58
2023
Q3
$232K Hold
9,109
0.25% 58
2023
Q2
$332K Hold
9,109
0.35% 50
2023
Q1
$306K Buy
+9,109
New +$306K 0.31% 54
2022
Q1
$240K Hold
9,109
0.24% 63
2021
Q4
$285K Hold
9,109
0.29% 60
2021
Q3
$422K Hold
9,109
0.45% 47
2021
Q2
$570K Buy
+9,109
New +$570K 0.57% 41