Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$445K Hold
4,332
0.14% 64
2025
Q1
$379K Hold
4,332
0.14% 68
2024
Q4
$436K Sell
4,332
-102
-2% -$10.3K 0.15% 61
2024
Q3
$434K Buy
4,434
+102
+2% +$9.98K 0.14% 65
2024
Q2
$332K Hold
4,332
0.11% 75
2024
Q1
$370K Hold
4,332
0.13% 76
2023
Q4
$315K Hold
4,332
0.15% 74
2023
Q3
$280K Hold
4,332
0.16% 82
2023
Q2
$280K Buy
+4,332
New +$280K 0.15% 85