Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$506K Buy
3,322
+9
+0.3% +$1.37K 0.05% 74
2025
Q1
$486K Buy
3,313
+11
+0.3% +$1.62K 0.05% 74
2024
Q4
$426K Buy
+3,302
New +$426K 0.05% 76
2022
Q4
Sell
-4,577
Closed -$423K 79
2022
Q3
$423K Buy
+4,577
New +$423K 0.06% 68