Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Hold
3,912
0.1% 103
2025
Q1
$222K Hold
3,912
0.11% 93
2024
Q4
$263K Hold
3,912
0.13% 79
2024
Q3
$262K Hold
3,912
0.13% 78
2024
Q2
$270K Hold
3,912
0.15% 76
2024
Q1
$240K Hold
3,912
0.14% 79
2023
Q4
$244K Buy
+3,912
New +$244K 0.16% 75
2023
Q3
Sell
-3,912
Closed -$206K 78
2023
Q2
$206K Buy
+3,912
New +$206K 0.15% 80