Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$996K Hold
4,468
0.02% 188
2025
Q1
$918K Sell
4,468
-196
-4% -$40.3K 0.02% 210
2024
Q4
$852K Buy
4,664
+320
+7% +$58.5K 0.02% 218
2024
Q3
$894K Buy
+4,344
New +$894K 0.02% 235