Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Hold
3,058
0.01% 909
2025
Q1
$280K Hold
3,058
0.01% 867
2024
Q4
$283K Hold
3,058
0.01% 885
2024
Q3
$312K Hold
3,058
0.01% 850
2024
Q2
$317K Hold
3,058
0.01% 814
2024
Q1
$289K Hold
3,058
0.01% 839
2023
Q4
$309K Hold
3,058
0.01% 830
2023
Q3
$290K Buy
+3,058
New +$290K 0.01% 840