Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Hold
872
0.08% 182
2025
Q1
$305K Hold
872
0.13% 126
2024
Q4
$397K Hold
872
0.19% 87
2024
Q3
$381K Hold
872
0.18% 92
2024
Q2
$414K Buy
872
+2
+0.2% +$949 0.21% 72
2024
Q1
$509K Hold
870
0.27% 54
2023
Q4
$381K Hold
870
0.21% 73
2023
Q3
$347K Hold
870
0.22% 76
2023
Q2
$298K Hold
870
0.19% 96
2023
Q1
$237K Buy
+870
New +$237K 0.17% 110