Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Hold
496
0.27% 45
2025
Q1
$469K Hold
496
0.29% 44
2024
Q4
$454K Hold
496
0.29% 44
2024
Q3
$440K Hold
496
0.29% 44
2024
Q2
$422K Hold
496
0.3% 44
2024
Q1
$363K Hold
496
0.27% 44
2023
Q4
$327K Buy
+496
New +$327K 0.26% 45