Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Hold
1,473
0.17% 52
2025
Q1
$251K Hold
1,473
0.16% 53
2024
Q4
$261K Hold
1,473
0.17% 55
2024
Q3
$224K Hold
1,473
0.15% 56
2024
Q2
$268K Hold
1,473
0.19% 50
2024
Q1
$284K Sell
1,473
-150
-9% -$28.9K 0.21% 47
2023
Q4
$423K Buy
+1,623
New +$423K 0.33% 41