Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Hold
2,000
0.25% 60
2025
Q1
$294K Hold
2,000
0.25% 61
2024
Q4
$258K Hold
2,000
0.21% 65
2024
Q3
$273K Hold
2,000
0.19% 64
2024
Q2
$204K Sell
2,000
-392
-16% -$40.1K 0.15% 92
2024
Q1
$212K Hold
2,392
0.15% 101
2023
Q4
$189K Buy
+2,392
New +$189K 0.14% 101