Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$833K Hold
930
0.41% 45
2025
Q1
$632K Hold
930
0.37% 56
2024
Q4
$586K Hold
930
0.33% 48
2024
Q3
$720K Hold
930
0.4% 45
2024
Q2
$767K Hold
930
0.45% 38
2024
Q1
$650K Hold
930
0.39% 48
2023
Q4
$541K Hold
930
0.36% 49
2023
Q3
$427K Hold
930
0.32% 62
2023
Q2
$451K Hold
930
0.31% 52
2023
Q1
$371K Sell
930
-55
-6% -$22K 0.29% 66
2022
Q4
$371K Buy
+985
New +$371K 0.34% 63