Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Hold
3,994
0.23% 62
2025
Q1
$362K Sell
3,994
-200
-5% -$18.1K 0.33% 48
2024
Q4
$421K Hold
4,194
0.36% 44
2024
Q3
$480K Hold
4,194
0.42% 43
2024
Q2
$526K Buy
+4,194
New +$526K 0.47% 35