Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Hold
2,220
0.25% 74
2025
Q1
$456K Hold
2,220
0.27% 72
2024
Q4
$406K Hold
2,220
0.23% 71
2024
Q3
$457K Hold
2,220
0.26% 71
2024
Q2
$389K Hold
2,220
0.23% 74
2024
Q1
$381K Hold
2,220
0.23% 78
2023
Q4
$334K Hold
2,220
0.23% 84
2023
Q3
$267K Hold
2,220
0.2% 94
2023
Q2
$276K Hold
2,220
0.19% 84
2023
Q1
$257K Hold
2,220
0.2% 94
2022
Q4
$251K Buy
+2,220
New +$251K 0.23% 93