Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Hold
1,004
0.13% 75
2025
Q1
$273K Buy
1,004
+8
+0.8% +$2.18K 0.1% 87
2024
Q4
$331K Sell
996
-7
-0.7% -$2.32K 0.13% 78
2024
Q3
$332K Hold
1,003
0.13% 75
2024
Q2
$314K Hold
1,003
0.29% 74
2024
Q1
$314K Hold
1,003
0.13% 75
2023
Q4
$242K Hold
1,003
0.11% 87
2023
Q3
$214K Hold
1,003
0.11% 80
2023
Q2
$202K Buy
+1,003
New +$202K 0.1% 98