Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Hold
15,631
0.37% 38
2025
Q1
$442K Hold
15,631
0.39% 34
2024
Q4
$356K Hold
15,631
0.32% 42
2024
Q3
$344K Sell
15,631
-558
-3% -$12.3K 0.31% 37
2024
Q2
$309K Hold
16,189
0.31% 38
2024
Q1
$285K Hold
16,189
0.27% 41
2023
Q4
$272K Buy
+16,189
New +$272K 0.28% 41