Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
2,923
+33
+1% +$5.58K 0.09% 62
2025
Q1
$409K Hold
2,890
0.08% 70
2024
Q4
$457K Hold
2,890
0.09% 69
2024
Q3
$367K Hold
2,890
0.07% 68
2024
Q2
$313K Hold
2,890
0.07% 68
2024
Q1
$264K Buy
+2,890
New +$264K 0.06% 68