Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$572K Hold
4,425
0.07% 208
2025
Q1
$529K Hold
4,425
0.07% 212
2024
Q4
$513K Hold
4,425
0.06% 209
2024
Q3
$598K Hold
4,425
0.07% 197
2024
Q2
$600K Hold
4,425
0.08% 190
2024
Q1
$572K Hold
4,425
0.08% 196
2023
Q4
$506K Sell
4,425
-75
-2% -$8.58K 0.08% 194
2023
Q3
$410K Hold
4,500
0.06% 221
2023
Q2
$507K Buy
4,500
+75
+2% +$8.45K 0.08% 205
2023
Q1
$463K Hold
4,425
0.07% 215
2022
Q4
$489K Hold
4,425
0.07% 206
2022
Q3
$387K Buy
+4,425
New +$387K 0.06% 220