Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Hold
657
0.18% 59
2025
Q1
$243K Hold
657
0.13% 70
2024
Q4
$298K Sell
657
-4
-0.6% -$1.81K 0.16% 67
2024
Q3
$285K Buy
+661
New +$285K 0.15% 66