Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$747K Hold
3,950
0.03% 246
2025
Q1
$926K Sell
3,950
-550
-12% -$129K 0.03% 219
2024
Q4
$1.77M Sell
4,500
-481
-10% -$189K 0.07% 154
2024
Q3
$1.67M Buy
4,981
+146
+3% +$48.8K 0.07% 169
2024
Q2
$1.18M Buy
4,835
+338
+8% +$82.6K 0.05% 197
2024
Q1
$1.57M Buy
+4,497
New +$1.57M 0.07% 168