Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Hold
950
0.09% 142
2025
Q1
$301K Hold
950
0.11% 139
2024
Q4
$320K Hold
950
0.11% 129
2024
Q3
$303K Hold
950
0.11% 139
2024
Q2
$305K Hold
950
0.12% 130
2024
Q1
$330K Hold
950
0.13% 118
2023
Q4
$345K Hold
950
0.16% 109
2023
Q3
$283K Hold
950
0.15% 107
2023
Q2
$314K Hold
950
0.16% 104
2023
Q1
$316K Hold
950
0.18% 104
2022
Q4
$230K Hold
950
0.14% 111
2022
Q3
$210K Hold
950
0.14% 107
2022
Q2
$227K Hold
950
0.15% 107
2022
Q1
$302K Hold
950
0.16% 98
2021
Q4
$381K Buy
+950
New +$381K 0.2% 84