Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
5,270
+27
+0.5% +$7.96K 0.28% 34
2025
Q1
$1.3M Buy
5,243
+239
+5% +$59.4K 0.27% 39
2024
Q4
$1.1M Hold
5,004
0.22% 48
2024
Q3
$1.11M Hold
5,004
0.23% 46
2024
Q2
$865K Hold
5,004
0.2% 49
2024
Q1
$956K Sell
5,004
-32
-0.6% -$6.11K 0.22% 46
2023
Q4
$824K Buy
+5,036
New +$824K 0.22% 47