Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$575K Hold
2,632
0.29% 28
2025
Q1
$368K Hold
2,632
0.2% 28
2024
Q4
$439K Hold
2,632
0.24% 25
2024
Q3
$448K Hold
2,632
0.25% 25
2024
Q2
$372K Hold
2,632
0.23% 25
2024
Q1
$331K Hold
2,632
0.2% 25
2023
Q4
$277K Sell
2,632
-64
-2% -$6.75K 0.18% 25
2023
Q3
$286K Buy
2,696
+64
+2% +$6.78K 0.21% 25
2023
Q2
$313K Hold
2,632
0.22% 25
2023
Q1
$245K Hold
2,632
0.19% 26
2022
Q4
$215K Hold
2,632
0.19% 25
2022
Q3
$161K Hold
2,632
0.17% 23
2022
Q2
$184K Hold
2,632
0.2% 24
2022
Q1
$218K Hold
2,632
0.22% 25
2021
Q4
$230K Buy
+2,632
New +$230K 0.22% 24