Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$487K Hold
1,366
0.21% 83
2025
Q1
$545K Hold
1,366
0.27% 70
2024
Q4
$491K Hold
1,366
0.24% 77
2024
Q3
$473K Hold
1,366
0.23% 84
2024
Q2
$401K Sell
1,366
-53
-4% -$15.6K 0.2% 86
2024
Q1
$474K Buy
+1,419
New +$474K 0.22% 86