Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$502K Hold
560
0.04% 152
2025
Q1
$381K Hold
560
0.03% 175
2024
Q4
$353K Hold
560
0.03% 186
2024
Q3
$434K Hold
560
0.03% 170
2024
Q2
$462K Hold
560
0.04% 151
2024
Q1
$391K Hold
560
0.03% 168
2023
Q4
$326K Hold
560
0.03% 178
2023
Q3
$257K Hold
560
0.03% 192
2023
Q2
$272K Hold
560
0.03% 197
2023
Q1
$224K Hold
560
0.02% 206
2022
Q4
$211K Buy
+560
New +$211K 0.02% 204
2022
Q2
Sell
-560
Closed -$205K 234
2022
Q1
$205K Buy
+560
New +$205K 0.02% 228