Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Hold
301
0.13% 97
2025
Q1
$284K Buy
301
+1
+0.3% +$945 0.14% 96
2024
Q4
$275K Hold
300
0.14% 99
2024
Q3
$266K Hold
300
0.14% 95
2024
Q2
$255K Buy
300
+1
+0.3% +$849 0.15% 93
2024
Q1
$219K Buy
+299
New +$219K 0.13% 97
2022
Q2
Sell
-389
Closed -$224K 81
2022
Q1
$224K Buy
389
+1
+0.3% +$576 0.17% 76
2021
Q4
$221K Buy
+388
New +$221K 0.17% 75