Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Hold
5,934
0.02% 253
2025
Q1
$291K Sell
5,934
-800
-12% -$39.2K 0.02% 225
2024
Q4
$322K Hold
6,734
0.03% 204
2024
Q3
$376K Sell
6,734
-1,000
-13% -$55.9K 0.03% 190
2024
Q2
$371K Buy
+7,734
New +$371K 0.03% 180