Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Hold
14,611
0.28% 42
2025
Q1
$1.39M Hold
14,611
0.32% 36
2024
Q4
$1.24M Buy
14,611
+484
+3% +$41.1K 0.26% 42
2024
Q3
$1.41M Buy
14,127
+45
+0.3% +$4.5K 0.29% 36
2024
Q2
$1.25M Buy
14,082
+27
+0.2% +$2.41K 0.25% 43
2024
Q1
$1.17M Buy
14,055
+2,339
+20% +$195K 0.2% 43
2023
Q4
$915K Buy
11,716
+5,203
+80% +$406K 0.16% 49
2023
Q3
$502K Buy
+6,513
New +$502K 0.06% 65