Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$554K Hold
705
0.25% 67
2025
Q1
$433K Hold
705
0.21% 85
2024
Q4
$443K Hold
705
0.22% 83
2024
Q3
$438K Hold
705
0.21% 87
2024
Q2
$463K Hold
705
0.24% 82
2024
Q1
$458K Hold
705
0.24% 85
2023
Q4
$441K Hold
705
0.25% 84
2023
Q3
$360K Hold
705
0.22% 95
2023
Q2
$361K Buy
+705
New +$361K 0.22% 96