Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-925
Closed -$279K 49
2025
Q1
$279K Hold
925
0.1% 49
2024
Q4
$256K Hold
925
0.09% 52
2024
Q3
$267K Hold
925
0.09% 53
2024
Q2
$236K Buy
+925
New +$236K 0.08% 51