Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$621K Hold
5,383
0.03% 292
2025
Q1
$514K Sell
5,383
-20
-0.4% -$1.91K 0.03% 299
2024
Q4
$575K Sell
5,403
-865
-14% -$92K 0.03% 279
2024
Q3
$502K Buy
6,268
+1,356
+28% +$109K 0.03% 304
2024
Q2
$324K Buy
+4,912
New +$324K 0.02% 368