Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$584K Hold
1,980
0.22% 77
2025
Q1
$492K Hold
1,980
0.19% 82
2024
Q4
$435K Buy
1,980
+21
+1% +$4.62K 0.14% 87
2024
Q3
$433K Buy
1,959
+15
+0.8% +$3.32K 0.14% 84
2024
Q2
$336K Buy
1,944
+33
+2% +$5.71K 0.11% 92
2024
Q1
$365K Buy
1,911
+4
+0.2% +$764 0.13% 89
2023
Q4
$312K Buy
+1,907
New +$312K 0.11% 98