Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$578K Hold
38,838
0.01% 822
2025
Q1
$499K Buy
38,838
+518
+1% +$6.65K 0.01% 831
2024
Q4
$457K Hold
38,320
0.01% 951
2024
Q3
$506K Hold
38,320
0.01% 898
2024
Q2
$387K Hold
38,320
0.01% 949
2024
Q1
$383K Buy
38,320
+71
+0.2% +$709 0.01% 475
2023
Q4
$389K Buy
+38,249
New +$389K 0.01% 451