Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$756K Hold
6,166
0.47% 48
2025
Q1
$562K Sell
6,166
-6,166
-50% -$562K 0.38% 63
2024
Q4
$1.42M Buy
12,332
+6,166
+100% +$711K 0.45% 52
2024
Q3
$731K Hold
6,166
0.45% 44
2024
Q2
$850K Hold
6,166
0.54% 39
2024
Q1
$704K Hold
6,166
0.42% 47
2023
Q4
$472K Buy
+6,166
New +$472K 0.33% 70