Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Hold
322
0.16% 72
2025
Q1
$213K Buy
+322
New +$213K 0.14% 70
2024
Q3
Sell
-220
Closed -$225K 80
2024
Q2
$225K Hold
220
0.17% 73
2024
Q1
$214K Buy
+220
New +$214K 0.16% 74