Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Hold
1,152
0.13% 37
2025
Q1
$281K Hold
1,152
0.18% 31
2024
Q4
$324K Hold
1,152
0.22% 28
2024
Q3
$315K Sell
1,152
-13
-1% -$3.56K 0.22% 28
2024
Q2
$349K Hold
1,165
0.26% 28
2024
Q1
$338K Hold
1,165
0.25% 28
2023
Q4
$295K Buy
+1,165
New +$295K 0.24% 26