Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$925K Hold
5,900
0.08% 160
2025
Q1
$762K Hold
5,900
0.07% 174
2024
Q4
$843K Hold
5,900
0.06% 177
2024
Q3
$882K Hold
5,900
0.06% 168
2024
Q2
$762K Hold
5,900
0.05% 173
2024
Q1
$803K Hold
5,900
0.05% 187
2023
Q4
$704K Hold
5,900
0.05% 197
2023
Q3
$578K Hold
5,900
0.04% 198
2023
Q2
$550K Hold
5,900
0.05% 175
2023
Q1
$509K Hold
5,900
0.05% 173
2022
Q4
$478K Hold
5,900
0.06% 178
2022
Q3
$386K Hold
5,900
0.05% 189
2022
Q2
$397K Hold
5,900
0.05% 187
2022
Q1
$444K Hold
5,900
0.05% 182
2021
Q4
$603K Buy
+5,900
New +$603K 0.07% 162