Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
3,986
+6
+0.2% +$526 0.18% 71
2025
Q1
$336K Buy
3,980
+6
+0.2% +$506 0.19% 70
2024
Q4
$335K Hold
3,974
0.19% 70
2024
Q3
$341K Hold
3,974
0.19% 68
2024
Q2
$315K Hold
3,974
0.2% 66
2024
Q1
$351K Hold
3,974
0.24% 62
2023
Q4
$345K Hold
3,974
0.24% 62
2023
Q3
$290K Hold
3,974
0.23% 63
2023
Q2
$343K Hold
3,974
0.26% 55
2023
Q1
$290K Hold
3,974
0.23% 58
2022
Q4
$267K Buy
+3,974
New +$267K 0.23% 57