Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$541K Hold
5,450
0.25% 89
2025
Q1
$541K Buy
5,450
+148
+3% +$14.7K 0.25% 89
2024
Q4
$532K Buy
5,302
+15
+0.3% +$1.51K 0.23% 98
2024
Q3
$482K Hold
5,287
0.22% 99
2024
Q2
$431K Hold
5,287
0.21% 109
2024
Q1
$424K Buy
5,287
+15
+0.3% +$1.2K 0.2% 110
2023
Q4
$370K Buy
+5,272
New +$370K 0.19% 123