Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$817K Buy
3,607
+46
+1% +$10.4K 0.39% 79
2025
Q1
$591K Buy
3,561
+38
+1% +$6.31K 0.31% 97
2024
Q4
$696K Hold
3,523
0.35% 88
2024
Q3
$612K Hold
3,523
0.3% 103
2024
Q2
$612K Hold
3,523
0.3% 96
2024
Q1
$479K Hold
3,523
0.23% 123
2023
Q4
$366K Hold
3,523
0.2% 138
2023
Q3
$306K Hold
3,523
0.22% 131
2023
Q2
$356K Hold
3,523
0.22% 132
2023
Q1
$328K Buy
+3,523
New +$328K 0.21% 134