Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Hold
1,316
0.12% 28
2025
Q1
$276K Hold
1,316
0.14% 27
2024
Q4
$234K Hold
1,316
0.12% 32
2024
Q3
$260K Hold
1,316
0.13% 29
2024
Q2
$226K Hold
1,316
0.13% 31
2024
Q1
$240K Hold
1,316
0.14% 29
2023
Q4
$204K Buy
+1,316
New +$204K 0.13% 50
2023
Q2
Sell
-1,316
Closed -$210K 48
2023
Q1
$210K Hold
1,316
0.18% 34
2022
Q4
$213K Buy
+1,316
New +$213K 0.2% 42