Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Hold
998
0.27% 60
2025
Q1
$465K Hold
998
0.3% 55
2024
Q4
$418K Hold
998
0.25% 60
2024
Q3
$476K Hold
998
0.3% 58
2024
Q2
$438K Hold
998
0.28% 57
2024
Q1
$463K Buy
998
+46
+5% +$21.4K 0.29% 62
2023
Q4
$391K Hold
952
0.33% 50
2023
Q3
$354K Hold
952
0.32% 49
2023
Q2
$363K Hold
952
0.3% 52
2023
Q1
$338K Hold
952
0.3% 54
2022
Q4
$311K Buy
+952
New +$311K 0.29% 54