Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$743K Hold
1,920
0.47% 25
2025
Q1
$736K Hold
1,920
0.52% 23
2024
Q4
$854K Hold
1,920
0.58% 20
2024
Q3
$994K Hold
1,920
0.69% 18
2024
Q2
$1.07M Hold
1,920
0.78% 17
2024
Q1
$969K Hold
1,920
0.71% 19
2023
Q4
$1.15M Hold
1,920
0.91% 16
2023
Q3
$979K Hold
1,920
0.88% 17
2023
Q2
$939K Hold
1,920
0.82% 19
2023
Q1
$740K Hold
1,920
0.69% 22
2022
Q4
$646K Hold
1,920
0.65% 20
2022
Q3
$528K Hold
1,920
0.6% 21
2022
Q2
$703K Hold
1,920
0.76% 18
2022
Q1
$875K Hold
1,920
0.81% 16
2021
Q4
$1.09M Buy
+1,920
New +$1.09M 0.94% 13