Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$762K Buy
2,448
+6
+0.2% +$1.87K 0.19% 90
2025
Q1
$823K Hold
2,442
0.23% 73
2024
Q4
$829K Buy
2,442
+2
+0.1% +$679 0.24% 65
2024
Q3
$707K Hold
2,440
0.21% 84
2024
Q2
$638K Hold
2,440
0.21% 86
2024
Q1
$723K Buy
+2,440
New +$723K 0.25% 71
2023
Q2
$703K Hold
2,438
0.22% 82
2023
Q1
$602K Buy
+2,438
New +$602K 0.2% 84