Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$645K Hold
2,309
0.4% 54
2025
Q1
$719K Sell
2,309
-2,359
-51% -$735K 0.49% 48
2024
Q4
$1.22M Buy
4,668
+2,334
+100% +$608K 0.39% 62
2024
Q3
$752K Hold
2,334
0.47% 42
2024
Q2
$729K Hold
2,334
0.47% 43
2024
Q1
$664K Hold
2,334
0.4% 54
2023
Q4
$672K Buy
+2,334
New +$672K 0.47% 44