Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Hold
2,081
0.05% 136
2025
Q1
$222K Sell
2,081
-205
-9% -$21.9K 0.04% 162
2024
Q4
$282K Hold
2,286
0.05% 132
2024
Q3
$327K Hold
2,286
0.06% 123
2024
Q2
$374K Buy
+2,286
New +$374K 0.07% 113