Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Hold
778
0.18% 71
2025
Q1
$298K Hold
778
0.19% 70
2024
Q4
$346K Hold
778
0.21% 68
2024
Q3
$403K Hold
778
0.25% 64
2024
Q2
$432K Hold
778
0.28% 58
2024
Q1
$393K Hold
778
0.25% 64
2023
Q4
$464K Hold
778
0.39% 47
2023
Q3
$397K Hold
778
0.35% 48
2023
Q2
$380K Hold
778
0.32% 51
2023
Q1
$300K Hold
778
0.26% 56
2022
Q4
$262K Buy
+778
New +$262K 0.24% 58