Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Hold
771
0.15% 49
2025
Q1
$308K Sell
771
-4
-0.5% -$1.6K 0.17% 46
2024
Q4
$278K Hold
775
0.16% 49
2024
Q3
$268K Hold
775
0.16% 48
2024
Q2
$228K Hold
775
0.14% 49
2024
Q1
$259K Buy
775
+4
+0.5% +$1.34K 0.17% 47
2023
Q4
$224K Buy
+771
New +$224K 0.16% 52
2022
Q2
Sell
-771
Closed -$251K 56
2022
Q1
$251K Buy
+771
New +$251K 0.16% 52