Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Hold
2,320
0.63% 39
2025
Q1
$371K Hold
2,320
0.61% 38
2024
Q4
$309K Hold
2,320
0.5% 40
2024
Q3
$315K Hold
2,320
0.24% 40
2024
Q2
$342K Hold
2,320
0.25% 34
2024
Q1
$354K Hold
2,320
0.26% 30
2023
Q4
$334K Sell
2,320
-21
-0.9% -$3.03K 0.25% 28
2023
Q3
$358K Buy
2,341
+21
+0.9% +$3.21K 0.3% 26
2023
Q2
$315K Hold
2,320
0.25% 31
2023
Q1
$307K Hold
2,320
0.26% 31
2022
Q4
$329K Buy
+2,320
New +$329K 0.32% 26