Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Hold
2,078
0.1% 33
2025
Q1
$345K Hold
2,078
0.07% 37
2024
Q4
$410K Hold
2,078
0.08% 42
2024
Q3
$361K Sell
2,078
-1,102
-35% -$191K 0.07% 43
2024
Q2
$553K Hold
3,180
0.11% 37
2024
Q1
$433K Hold
3,180
0.09% 40
2023
Q4
$331K Buy
+3,180
New +$331K 0.07% 42