Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$662K Hold
9,232
0.26% 99
2025
Q1
$625K Sell
9,232
-33
-0.4% -$2.23K 0.27% 87
2024
Q4
$567K Buy
+9,265
New +$567K 0.16% 100