Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$858K Hold
6,625
0.68% 45
2025
Q1
$797K Sell
6,625
-375
-5% -$45.1K 0.65% 47
2024
Q4
$817K Buy
7,000
+42
+0.6% +$4.9K 0.69% 44
2024
Q3
$1.05M Buy
6,958
+57
+0.8% +$8.57K 0.85% 34
2024
Q2
$1.09M Buy
+6,901
New +$1.09M 0.93% 29