Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Hold
939
0.16% 66
2025
Q1
$255K Buy
939
+102
+12% +$27.7K 0.13% 72
2024
Q4
$278K Hold
837
0.14% 66
2024
Q3
$277K Buy
837
+1
+0.1% +$331 0.14% 68
2024
Q2
$262K Buy
836
+22
+3% +$6.9K 0.14% 69
2024
Q1
$255K Buy
+814
New +$255K 0.13% 72