Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Hold
9,032
0.04% 279
2025
Q1
$475K Hold
9,032
0.05% 257
2024
Q4
$464K Hold
9,032
0.05% 265
2024
Q3
$396K Buy
9,032
+338
+4% +$14.8K 0.05% 272
2024
Q2
$360K Hold
8,694
0.05% 250
2024
Q1
$361K Hold
8,694
0.05% 258
2023
Q4
$319K Hold
8,694
0.07% 237
2023
Q3
$309K Hold
8,694
0.11% 191
2023
Q2
$295K Hold
8,694
0.11% 202
2023
Q1
$296K Hold
8,694
0.13% 180
2022
Q4
$292K Buy
+8,694
New +$292K 0.34% 84