Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Hold
15,407
0.12% 142
2025
Q1
$302K Buy
15,407
+104
+0.7% +$2.04K 0.12% 143
2024
Q4
$240K Sell
15,303
-46
-0.3% -$721 0.09% 164
2024
Q3
$279K Hold
15,349
0.12% 144
2024
Q2
$263K Buy
15,349
+42
+0.3% +$720 0.12% 143
2024
Q1
$252K Buy
15,307
+812
+6% +$13.4K 0.12% 146
2023
Q4
$218K Buy
+14,495
New +$218K 0.13% 142