Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$655K Hold
7,617
0.11% 88
2025
Q1
$636K Hold
7,617
0.12% 95
2024
Q4
$642K Hold
7,617
0.14% 90
2024
Q3
$667K Hold
7,617
0.15% 82
2024
Q2
$604K Hold
7,617
0.14% 87
2024
Q1
$712K Hold
7,617
0.2% 74
2023
Q4
$661K Hold
7,617
0.2% 77
2023
Q3
$555K Hold
7,617
0.21% 81
2023
Q2
$658K Hold
7,617
0.21% 92
2023
Q1
$556K Buy
7,617
+231
+3% +$16.9K 0.24% 85
2022
Q4
$497K Buy
+7,386
New +$497K 0.23% 80