Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$418K Buy
890
+220
+33% +$103K 0.23% 68
2025
Q1
$312K Hold
670
0.19% 81
2024
Q4
$281K Hold
670
0.16% 85
2024
Q3
$319K Hold
670
0.2% 83
2024
Q2
$294K Hold
670
0.19% 86
2024
Q1
$311K Hold
670
0.22% 82
2023
Q4
$275K Hold
670
0.21% 91
2023
Q3
$249K Hold
670
0.22% 93
2023
Q2
$255K Hold
670
0.22% 95
2023
Q1
$236K Hold
670
0.23% 91
2022
Q4
$219K Buy
+670
New +$219K 0.24% 91