Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Hold
600
0.14% 120
2025
Q1
$210K Buy
+600
New +$210K 0.15% 115
2024
Q2
Sell
-720
Closed -$201K 124
2024
Q1
$201K Buy
+720
New +$201K 0.15% 121