Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$366K Hold
6,730
0.18% 61
2025
Q1
$339K Sell
6,730
-25
-0.4% -$1.26K 0.17% 58
2024
Q4
$307K Buy
+6,755
New +$307K 0.15% 65