Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
1,539
+53
+4% +$9.84K 0.15% 84
2025
Q1
$280K Hold
1,486
0.16% 77
2024
Q4
$258K Hold
1,486
0.17% 81
2024
Q3
$291K Hold
1,486
0.19% 69
2024
Q2
$255K Hold
1,486
0.18% 78
2024
Q1
$271K Buy
1,486
+86
+6% +$15.7K 0.19% 74
2023
Q4
$217K Buy
+1,400
New +$217K 0.18% 76