Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Hold
1,285
0.05% 115
2025
Q1
$263K Hold
1,285
0.05% 104
2024
Q4
$295K Hold
1,285
0.06% 93
2024
Q3
$357K Hold
1,285
0.07% 88
2024
Q2
$321K Hold
1,285
0.06% 87
2024
Q1
$321K Hold
1,285
0.06% 92
2023
Q4
$297K Sell
1,285
-164
-11% -$37.9K 0.06% 92
2023
Q3
$319K Hold
1,449
0.07% 88
2023
Q2
$308K Hold
1,449
0.07% 97
2023
Q1
$324K Buy
+1,449
New +$324K 0.08% 93