Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.27M Hold
77,586
0.22% 48
2025
Q1
$2.22M Buy
77,586
+3,288
+4% +$94K 0.28% 48
2024
Q4
$2.4M Hold
74,298
0.28% 48
2024
Q3
$2.59M Hold
74,298
0.32% 47
2024
Q2
$2.12M Hold
74,298
0.27% 46
2024
Q1
$2.16M Buy
74,298
+3,034
+4% +$88.1K 0.29% 47
2023
Q4
$2.35M Hold
71,264
0.35% 45
2023
Q3
$1.83M Hold
71,264
0.32% 47
2023
Q2
$1.89M Buy
71,264
+5,000
+8% +$133K 0.32% 46
2023
Q1
$2M Buy
66,264
+9,462
+17% +$285K 0.37% 47
2022
Q4
$1.91M Buy
+56,802
New +$1.91M 0.39% 45