Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$666K Hold
84,225
0.06% 234
2025
Q1
$650K Sell
84,225
-15,542
-16% -$120K 0.06% 229
2024
Q4
$1.02M Hold
99,767
0.09% 182
2024
Q3
$922K Buy
+99,767
New +$922K 0.09% 194