Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Buy
379
+1
+0.3% +$989 0.17% 42
2025
Q1
$358K Hold
378
0.17% 41
2024
Q4
$346K Buy
378
+1
+0.3% +$916 0.17% 36
2024
Q3
$334K Hold
377
0.19% 39
2024
Q2
$320K Buy
377
+1
+0.3% +$849 0.2% 37
2024
Q1
$276K Hold
376
0.18% 38
2023
Q4
$248K Buy
376
+1
+0.3% +$659 0.18% 38
2023
Q3
$212K Hold
375
0.19% 34
2023
Q2
$202K Buy
+375
New +$202K 0.17% 36