Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$632K Hold
1,769
0.19% 85
2025
Q1
$481K Hold
1,769
0.16% 93
2024
Q4
$587K Hold
1,769
0.18% 84
2024
Q3
$586K Sell
1,769
-144
-8% -$47.7K 0.17% 97
2024
Q2
$600K Hold
1,913
0.19% 91
2024
Q1
$598K Hold
1,913
0.2% 89
2023
Q4
$461K Hold
1,913
0.17% 100
2023
Q3
$411K Sell
1,913
-223
-10% -$47.9K 0.16% 98
2023
Q2
$430K Hold
2,136
0.17% 99
2023
Q1
$366K Hold
2,136
0.16% 108
2022
Q4
$335K Buy
+2,136
New +$335K 0.18% 113