Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Hold
5,510
0.13% 145
2025
Q1
$312K Hold
5,510
0.18% 115
2024
Q4
$316K Hold
5,510
0.18% 98
2024
Q3
$289K Hold
5,510
0.16% 109
2024
Q2
$298K Hold
5,510
0.17% 103
2024
Q1
$319K Hold
5,510
0.19% 95
2023
Q4
$270K Hold
5,510
0.18% 105
2023
Q3
$237K Hold
5,510
0.18% 109
2023
Q2
$251K Hold
5,510
0.18% 94
2023
Q1
$207K Buy
+5,510
New +$207K 0.16% 118