Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Hold
3,558
0.12% 160
2025
Q1
$313K Buy
3,558
+1,300
+58% +$114K 0.13% 148
2024
Q4
$209K Sell
2,258
-41
-2% -$3.79K 0.13% 147
2024
Q3
$213K Hold
2,299
0.1% 132
2024
Q2
$172K Buy
+2,299
New +$172K 0.08% 151