Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Hold
294
0.09% 62
2025
Q1
$278K Buy
294
+8
+3% +$7.57K 0.09% 52
2024
Q4
$262K Buy
286
+1
+0.4% +$915 0.09% 52
2024
Q3
$253K Hold
285
0.08% 54
2024
Q2
$242K Buy
285
+8
+3% +$6.8K 0.08% 56
2024
Q1
$203K Buy
+277
New +$203K 0.07% 62