Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Hold
2,592
0.18% 91
2025
Q1
$381K Hold
2,592
0.19% 92
2024
Q4
$335K Hold
2,592
0.16% 100
2024
Q3
$354K Hold
2,592
0.17% 99
2024
Q2
$265K Sell
2,592
-1,032
-28% -$105K 0.14% 109
2024
Q1
$321K Hold
3,624
0.17% 103
2023
Q4
$331K Buy
3,624
+53
+1% +$4.84K 0.19% 101
2023
Q3
$280K Hold
3,571
0.17% 105
2023
Q2
$333K Buy
+3,571
New +$333K 0.2% 100