Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Hold
1,148
0.34% 43
2025
Q1
$312K Buy
1,148
+18
+2% +$4.89K 0.29% 52
2024
Q4
$375K Hold
1,130
0.29% 48
2024
Q3
$375K Hold
1,130
0.29% 53
2024
Q2
$354K Sell
1,130
-10
-0.9% -$3.14K 0.29% 53
2024
Q1
$356K Hold
1,140
0.29% 54
2023
Q4
$275K Hold
1,140
0.25% 61
2023
Q3
$243K Hold
1,140
0.26% 63
2023
Q2
$229K Sell
1,140
-40
-3% -$8.04K 0.25% 66
2023
Q1
$202K Buy
+1,180
New +$202K 0.25% 66