Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Hold
2,351
0.12% 98
2025
Q1
$522K Sell
2,351
-93
-4% -$20.7K 0.14% 96
2024
Q4
$612K Hold
2,444
0.16% 98
2024
Q3
$569K Hold
2,444
0.15% 96
2024
Q2
$515K Hold
2,444
0.15% 98
2024
Q1
$419K Hold
2,444
0.12% 99
2023
Q4
$471K Buy
+2,444
New +$471K 0.15% 99