Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Hold
629
0.1% 97
2025
Q1
$241K Hold
629
0.11% 95
2024
Q4
$280K Hold
629
0.12% 89
2024
Q3
$326K Hold
629
0.13% 86
2024
Q2
$349K Hold
629
0.16% 82
2024
Q1
$317K Buy
+629
New +$317K 0.14% 82
2023
Q3
Sell
-629
Closed -$308K 55
2023
Q2
$308K Buy
+629
New +$308K 0.16% 81