Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Hold
9,081
0.19% 98
2025
Q1
$251K Hold
9,081
0.23% 93
2024
Q4
$296K Hold
9,081
0.28% 80
2024
Q3
$326K Buy
9,081
+451
+5% +$16.2K 0.3% 77
2024
Q2
$302K Hold
8,630
0.3% 74
2024
Q1
$261K Hold
8,630
0.26% 78
2023
Q4
$260K Hold
8,630
0.29% 76
2023
Q3
$222K Hold
8,630
0.26% 80
2023
Q2
$265K Hold
8,630
0.3% 72
2023
Q1
$253K Hold
8,630
0.29% 72
2022
Q4
$232K Hold
8,630
0.28% 72
2022
Q3
$215K Hold
8,630
0.27% 74
2022
Q2
$283K Buy
8,630
+483
+6% +$15.8K 0.32% 73
2022
Q1
$296K Hold
8,147
0.28% 76
2021
Q4
$307K Buy
+8,147
New +$307K 0.27% 74