Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Hold
1,427
0.08% 180
2025
Q1
$237K Hold
1,427
0.06% 210
2024
Q4
$282K Hold
1,427
0.08% 182
2024
Q3
$248K Hold
1,427
0.09% 156
2024
Q2
$248K Buy
+1,427
New +$248K 0.1% 144
2022
Q1
Sell
-670
Closed -$80K 384
2021
Q4
$80K Buy
+670
New +$80K 0.04% 224