Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$630K Hold
28,680
0.3% 36
2025
Q1
$512K Hold
28,680
0.25% 37
2024
Q4
$411K Hold
28,680
0.21% 36
2024
Q3
$474K Hold
28,680
0.17% 38
2024
Q2
$386K Hold
28,680
0.14% 38
2024
Q1
$483K Hold
28,680
0.13% 40
2023
Q4
$437K Hold
28,680
0.11% 39
2023
Q3
$348K Hold
28,680
0.09% 40
2023
Q2
$340K Hold
28,680
0.09% 41
2023
Q1
$287K Buy
28,680
+7,540
+36% +$75.5K 0.06% 40
2022
Q4
$225K Buy
+21,140
New +$225K 0.05% 40