Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Hold
1,403
0.08% 123
2025
Q1
$246K Sell
1,403
-2
-0.1% -$351 0.09% 105
2024
Q4
$264K Hold
1,405
0.08% 131
2024
Q3
$269K Hold
1,405
0.11% 92
2024
Q2
$254K Hold
1,405
0.09% 114
2024
Q1
$249K Hold
1,405
0.09% 106
2023
Q4
$216K Buy
+1,405
New +$216K 0.09% 97