Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Hold
6,766
0.13% 95
2025
Q1
$306K Buy
6,766
+357
+6% +$16.1K 0.17% 87
2024
Q4
$278K Hold
6,409
0.16% 80
2024
Q3
$291K Hold
6,409
0.17% 75
2024
Q2
$264K Hold
6,409
0.17% 76
2024
Q1
$240K Buy
6,409
+484
+8% +$18.1K 0.16% 88
2023
Q4
$227K Buy
+5,925
New +$227K 0.16% 88