Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Hold
4,521
0.9% 16
2025
Q1
$1.17M Hold
4,521
0.82% 17
2024
Q4
$1.83M Hold
4,521
1.24% 12
2024
Q3
$1.18M Hold
4,521
0.82% 16
2024
Q2
$895K Hold
4,521
0.66% 22
2024
Q1
$795K Hold
4,521
0.59% 22
2023
Q4
$1.12M Hold
4,521
0.89% 17
2023
Q3
$1.13M Hold
4,521
1.02% 14
2023
Q2
$1.18M Hold
4,521
1.03% 14
2023
Q1
$938K Hold
4,521
0.87% 17
2022
Q4
$557K Hold
4,521
0.56% 24
2022
Q3
$1.2M Hold
4,521
1.35% 10
2022
Q2
$1.02M Hold
4,521
1.09% 15
2022
Q1
$1.62M Hold
4,521
1.5% 8
2021
Q4
$1.59M Buy
+4,521
New +$1.59M 1.37% 9