Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$769K Hold
2,154
0.23% 49
2025
Q1
$586K Hold
2,154
0.19% 61
2024
Q4
$715K Hold
2,154
0.22% 54
2024
Q3
$714K Hold
2,154
0.21% 66
2024
Q2
$675K Hold
2,154
0.21% 67
2024
Q1
$674K Sell
2,154
-1,056
-33% -$330K 0.2% 69
2023
Q4
$773K Hold
3,210
0.24% 65
2023
Q3
$685K Hold
3,210
0.25% 67
2023
Q2
$646K Buy
+3,210
New +$646K 0.23% 70