Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
4,580
+29
+0.6% +$2.06K 0.16% 25
2025
Q1
$289K Hold
4,551
0.16% 24
2024
Q4
$344K Hold
4,551
0.19% 22
2024
Q3
$402K Hold
4,551
0.21% 23
2024
Q2
$343K Hold
4,551
0.21% 23
2024
Q1
$428K Hold
4,551
0.26% 22
2023
Q4
$494K Hold
4,551
0.38% 13
2023
Q3
$435K Hold
4,551
0.41% 12
2023
Q2
$502K Hold
4,551
0.45% 12
2023
Q1
$558K Hold
4,551
0.53% 13
2022
Q4
$533K Buy
+4,551
New +$533K 0.51% 12