Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Hold
3,901
0.15% 102
2025
Q1
$248K Sell
3,901
-4
-0.1% -$254 0.15% 107
2024
Q4
$295K Buy
+3,905
New +$295K 0.2% 84