Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Sell
2,261
-3,736
-62% -$482K 0.04% 107
2025
Q1
$767K Hold
5,997
0.14% 83
2024
Q4
$916K Hold
5,997
0.16% 79
2024
Q3
$1.07M Hold
5,997
0.19% 69
2024
Q2
$978K Hold
5,997
0.18% 71
2024
Q1
$1.05M Buy
+5,997
New +$1.05M 0.19% 67