Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$749K Hold
37,068
0.35% 31
2025
Q1
$510K Hold
37,068
0.25% 38
2024
Q4
$439K Hold
37,068
0.23% 35
2024
Q3
$665K Hold
37,068
0.23% 33
2024
Q2
$652K Hold
37,068
0.24% 32
2024
Q1
$951K Hold
37,068
0.26% 30
2023
Q4
$966K Buy
37,068
+13,000
+54% +$339K 0.25% 30
2023
Q3
$555K Hold
24,068
0.15% 37
2023
Q2
$565K Hold
24,068
0.14% 36
2023
Q1
$286K Buy
24,068
+6,120
+34% +$72.7K 0.06% 41
2022
Q4
$275K Buy
+17,948
New +$275K 0.06% 38