Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Hold
985
0.17% 110
2025
Q1
$268K Hold
985
0.16% 133
2024
Q4
$327K Hold
985
0.18% 92
2024
Q3
$326K Hold
985
0.18% 94
2024
Q2
$309K Hold
985
0.18% 95
2024
Q1
$308K Hold
985
0.19% 102
2023
Q4
$237K Hold
985
0.16% 124
2023
Q3
$210K Buy
+985
New +$210K 0.16% 120