Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Hold
1,638
0.24% 26
2025
Q1
$364K Hold
1,638
0.29% 18
2024
Q4
$410K Hold
1,638
0.36% 16
2024
Q3
$382K Hold
1,638
0.31% 19
2024
Q2
$345K Sell
1,638
-210
-11% -$44.2K 0.29% 20
2024
Q1
$317K Hold
1,848
0.27% 22
2023
Q4
$356K Buy
+1,848
New +$356K 0.31% 20