Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$639K Hold
3,337
0.1% 60
2025
Q1
$540K Hold
3,337
0.1% 64
2024
Q4
$575K Sell
3,337
-145
-4% -$25K 0.09% 48
2024
Q3
$565K Buy
+3,482
New +$565K 0.09% 61