Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Hold
5,848
0.12% 65
2025
Q1
$525K Hold
5,848
0.15% 61
2024
Q4
$582K Buy
5,848
+462
+9% +$46K 0.17% 58
2024
Q3
$612K Hold
5,386
0.17% 59
2024
Q2
$667K Hold
5,386
0.21% 52
2024
Q1
$711K Hold
5,386
0.23% 51
2023
Q4
$587K Sell
5,386
-200
-4% -$21.8K 0.2% 58
2023
Q3
$575K Hold
5,586
0.23% 56
2023
Q2
$645K Buy
5,586
+1,386
+33% +$160K 0.25% 50
2023
Q1
$447K Buy
+4,200
New +$447K 0.19% 59