Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Hold
4,900
0.08% 190
2025
Q1
$1.03M Hold
4,900
0.07% 205
2024
Q4
$1.03M Sell
4,900
-2,325
-32% -$489K 0.07% 207
2024
Q3
$1.72M Hold
7,225
0.12% 167
2024
Q2
$1.62M Buy
+7,225
New +$1.62M 0.12% 169