Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$187K Hold
13,633
0.02% 262
2025
Q1
$170K Hold
13,633
0.02% 236
2024
Q4
$181K Hold
13,633
0.02% 229
2024
Q3
$153K Hold
13,633
0.01% 221
2024
Q2
$183K Hold
13,633
0.02% 272
2024
Q1
$149K Buy
13,633
+1,422
+12% +$15.6K 0.01% 275
2023
Q4
$286K Buy
12,211
+600
+5% +$14.1K 0.03% 171
2023
Q3
$282K Buy
11,611
+1,500
+15% +$36.4K 0.03% 206
2023
Q2
$168K Buy
+10,111
New +$168K 0.02% 210