Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$451K Hold
503
0.03% 285
2025
Q1
$342K Hold
503
0.02% 301
2024
Q4
$317K Hold
503
0.02% 300
2024
Q3
$390K Hold
503
0.03% 273
2024
Q2
$415K Hold
503
0.03% 244
2024
Q1
$351K Hold
503
0.03% 281
2023
Q4
$292K Sell
503
-57
-10% -$33.1K 0.02% 298
2023
Q3
$257K Hold
560
0.02% 302
2023
Q2
$272K Hold
560
0.02% 313
2023
Q1
$224K Hold
560
0.02% 265
2022
Q4
$211K Buy
+560
New +$211K 0.02% 275