Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Hold
812
0.23% 29
2025
Q1
$285K Hold
812
0.24% 28
2024
Q4
$257K Hold
812
0.21% 28
2024
Q3
$223K Hold
812
0.19% 30
2024
Q2
$213K Buy
812
+42
+5% +$11K 0.19% 30
2024
Q1
$215K Hold
770
0.2% 30
2023
Q4
$200K Buy
+770
New +$200K 0.19% 30