Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$442K Hold
1,000
0.03% 277
2025
Q1
$508K Hold
1,000
0.03% 233
2024
Q4
$474K Hold
1,000
0.03% 229
2024
Q3
$492K Hold
1,000
0.03% 222
2024
Q2
$463K Hold
1,000
0.03% 230
2024
Q1
$432K Hold
1,000
0.03% 255
2023
Q4
$428K Hold
1,000
0.04% 268
2023
Q3
$378K Hold
1,000
0.04% 273
2023
Q2
$381K Hold
1,000
0.03% 331
2023
Q1
$318K Hold
1,000
0.03% 376
2022
Q4
$249K Hold
1,000
0.02% 427
2022
Q3
$257K Hold
1,000
0.03% 389
2022
Q2
$239K Buy
+1,000
New +$239K 0.02% 395