Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$646K Hold
2,843
0.31% 98
2025
Q1
$693K Hold
2,843
0.37% 87
2024
Q4
$800K Hold
2,843
0.41% 77
2024
Q3
$778K Hold
2,843
0.38% 84
2024
Q2
$852K Hold
2,843
0.42% 79
2024
Q1
$824K Hold
2,843
0.4% 81
2023
Q4
$719K Hold
2,843
0.38% 91
2023
Q3
$753K Hold
2,843
0.53% 65
2023
Q2
$705K Hold
2,843
0.44% 83
2023
Q1
$650K Buy
+2,843
New +$650K 0.42% 86