Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Hold
1,962
0.08% 46
2025
Q1
$303K Hold
1,962
0.1% 48
2024
Q4
$284K Hold
1,962
0.09% 47
2024
Q3
$273K Hold
1,962
0.09% 48
2024
Q2
$230K Hold
1,962
0.09% 52
2024
Q1
$241K Buy
1,962
+203
+12% +$24.9K 0.1% 49
2023
Q4
$210K Buy
+1,759
New +$210K 0.11% 52