Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Hold
710
0.21% 65
2025
Q1
$283K Hold
710
0.26% 57
2024
Q4
$255K Hold
710
0.19% 65
2024
Q3
$246K Hold
710
0.19% 66
2024
Q2
$209K Hold
710
0.17% 70
2024
Q1
$237K Hold
710
0.2% 68
2023
Q4
$207K Sell
710
-21
-3% -$6.11K 0.19% 74
2023
Q3
$237K Buy
731
+46
+7% +$14.9K 0.26% 64
2023
Q2
$236K Hold
685
0.25% 63
2023
Q1
$216K Sell
685
-82
-11% -$25.9K 0.26% 63
2022
Q4
$230K Buy
+767
New +$230K 0.29% 73