Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Hold
8,102
0.2% 65
2025
Q1
$299K Hold
8,102
0.25% 59
2024
Q4
$304K Sell
8,102
-293
-3% -$11K 0.22% 58
2024
Q3
$351K Hold
8,395
0.26% 55
2024
Q2
$329K Hold
8,395
0.26% 59
2024
Q1
$364K Hold
8,395
0.31% 57
2023
Q4
$368K Buy
+8,395
New +$368K 0.33% 54