Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Hold
1,739
0.13% 32
2025
Q1
$421K Hold
1,739
0.17% 27
2024
Q4
$435K Buy
1,739
+39
+2% +$9.77K 0.17% 26
2024
Q3
$389K Hold
1,700
0.16% 26
2024
Q2
$327K Hold
1,700
0.14% 24
2024
Q1
$307K Hold
1,700
0.14% 24
2023
Q4
$327K Buy
+1,700
New +$327K 0.16% 24