Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$553K Buy
559
+110
+24% +$109K 0.22% 46
2025
Q1
$425K Hold
449
0.2% 40
2024
Q4
$411K Hold
449
0.19% 38
2024
Q3
$398K Hold
449
0.19% 36
2024
Q2
$382K Hold
449
0.17% 36
2024
Q1
$329K Buy
+449
New +$329K 0.15% 40
2022
Q2
Sell
-361
Closed -$208K 43
2022
Q1
$208K Hold
361
0.14% 39
2021
Q4
$205K Buy
+361
New +$205K 0.13% 36