Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.53M Hold
5,750
0.29% 74
2025
Q1
$3.53M Buy
5,750
+1
+0% +$614 0.24% 84
2024
Q4
$3.61M Hold
5,749
0.25% 87
2024
Q3
$3.57M Hold
5,749
0.23% 87
2024
Q2
$3.78M Buy
5,749
+2,992
+109% +$1.97M 0.26% 75
2024
Q1
$1.79M Buy
2,757
+6
+0.2% +$3.9K 0.13% 117
2023
Q4
$1.72M Hold
2,751
0.13% 107
2023
Q3
$1.41M Hold
2,751
0.12% 106
2023
Q2
$1.26M Buy
2,751
+1,005
+58% +$460K 0.1% 108
2023
Q1
$778K Buy
1,746
+530
+44% +$236K 0.07% 122
2022
Q4
$473K Buy
1,216
+20
+2% +$7.78K 0.04% 139
2022
Q3
$463K Buy
+1,196
New +$463K 0.04% 141