Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Hold
1,339
0.05% 175
2025
Q1
$149K Hold
1,339
0.06% 159
2024
Q4
$138K Hold
1,339
0.06% 160
2024
Q3
$150K Sell
1,339
-1
-0.1% -$112 0.06% 157
2024
Q2
$120K Buy
1,340
+1
+0.1% +$89 0.05% 174
2024
Q1
$115K Hold
1,339
0.05% 182
2023
Q4
$110K Hold
1,339
0.06% 174
2023
Q3
$103K Hold
1,339
0.06% 176
2023
Q2
$93.4K Buy
1,339
+9
+0.7% +$628 0.05% 189
2023
Q1
$85.8K Buy
1,330
+8
+0.6% +$516 0.05% 195
2022
Q4
$95.1K Hold
1,322
0.06% 171
2022
Q3
$95.1K Buy
+1,322
New +$95.1K 0.06% 171