Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Hold
2,080
0.09% 78
2025
Q1
$305K Hold
2,080
0.09% 65
2024
Q4
$269K Hold
2,080
0.08% 70
2024
Q3
$284K Hold
2,080
0.08% 69
2024
Q2
$213K Sell
2,080
-408
-16% -$41.7K 0.07% 75
2024
Q1
$221K Hold
2,488
0.08% 77
2023
Q4
$227K Buy
+2,488
New +$227K 0.08% 71
2023
Q3
Sell
-2,488
Closed -$208K 74
2023
Q2
$208K Hold
2,488
0.08% 72
2023
Q1
$219K Hold
2,488
0.09% 71
2022
Q4
$230K Buy
+2,488
New +$230K 0.1% 69