Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Hold
315
0.13% 153
2025
Q1
$209K Hold
315
0.12% 162
2024
Q4
$218K Hold
315
0.12% 143
2024
Q3
$262K Hold
315
0.15% 123
2024
Q2
$322K Hold
315
0.19% 89
2024
Q1
$306K Hold
315
0.18% 104
2023
Q4
$238K Buy
+315
New +$238K 0.16% 122