Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$576K Hold
69,956
0.03% 389
2025
Q1
$434K Hold
69,956
0.03% 394
2024
Q4
$534K Hold
69,956
0.03% 375
2024
Q3
$479K Hold
69,956
0.02% 411
2024
Q2
$628K Hold
69,956
0.04% 342
2024
Q1
$780K Hold
69,956
0.04% 320
2023
Q4
$683K Hold
69,956
0.04% 321
2023
Q3
$688K Buy
+69,956
New +$688K 0.05% 301
2019
Q1
Sell
-13,111
Closed -$194K 401
2018
Q4
$194K Hold
13,111
0.03% 328
2018
Q3
$229K Hold
13,111
0.02% 331
2018
Q2
$232K Buy
+13,111
New +$232K 0.03% 323