Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539K Hold
1,862
0.33% 69
2025
Q1
$562K Sell
1,862
-1,862
-50% -$562K 0.38% 62
2024
Q4
$1.03M Buy
3,724
+1,862
+100% +$514K 0.33% 77
2024
Q3
$537K Sell
1,862
-33
-2% -$9.52K 0.33% 72
2024
Q2
$483K Sell
1,895
-6
-0.3% -$1.53K 0.31% 78
2024
Q1
$493K Hold
1,901
0.3% 79
2023
Q4
$430K Buy
+1,901
New +$430K 0.3% 80