Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$775K Hold
2,172
0.43% 27
2025
Q1
$867K Hold
2,172
0.51% 25
2024
Q4
$780K Sell
2,172
-113
-5% -$40.6K 0.48% 27
2024
Q3
$791K Hold
2,285
0.45% 30
2024
Q2
$671K Hold
2,285
0.42% 30
2024
Q1
$763K Hold
2,285
0.46% 28
2023
Q4
$665K Hold
2,285
0.43% 28
2023
Q3
$741K Hold
2,285
0.52% 28
2023
Q2
$789K Buy
+2,285
New +$789K 0.54% 24