Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Hold
820
0.17% 77
2025
Q1
$235K Hold
820
0.15% 82
2024
Q4
$304K Hold
820
0.17% 80
2024
Q3
$272K Hold
820
0.15% 81
2024
Q2
$257K Hold
820
0.17% 80
2024
Q1
$256K Hold
820
0.18% 79
2023
Q4
$226K Buy
+820
New +$226K 0.16% 80