Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$486K Hold
7,047
0.33% 82
2025
Q1
$486K Hold
7,047
0.32% 81
2024
Q4
$434K Hold
7,047
0.29% 87
2024
Q3
$437K Hold
7,047
0.31% 89
2024
Q2
$373K Hold
7,047
0.29% 91
2024
Q1
$376K Buy
+7,047
New +$376K 0.28% 96
2022
Q3
Sell
-3,080
Closed -$201K 104
2022
Q2
$201K Buy
+3,080
New +$201K 0.21% 104