Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$712K Hold
3,400
0.41% 49
2025
Q1
$617K Hold
3,400
0.37% 55
2024
Q4
$645K Sell
3,400
-870
-20% -$165K 0.37% 57
2024
Q3
$776K Buy
+4,270
New +$776K 0.43% 56