Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Hold
3,291
0.06% 65
2025
Q1
$295K Hold
3,291
0.08% 56
2024
Q4
$324K Hold
3,291
0.09% 57
2024
Q3
$374K Hold
3,291
0.1% 57
2024
Q2
$407K Buy
3,291
+600
+22% +$74.3K 0.12% 54
2024
Q1
$355K Hold
2,691
0.1% 56
2023
Q4
$293K Hold
2,691
0.09% 56
2023
Q3
$277K Buy
2,691
+62
+2% +$6.38K 0.09% 55
2023
Q2
$303K Hold
2,629
0.1% 55
2023
Q1
$280K Buy
+2,629
New +$280K 0.1% 55