Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Hold
2,380
0.39% 38
2025
Q1
$453K Hold
2,380
0.35% 40
2024
Q4
$522K Hold
2,380
0.4% 35
2024
Q3
$443K Hold
2,380
0.34% 38
2024
Q2
$460K Sell
2,380
-240
-9% -$46.4K 0.39% 33
2024
Q1
$473K Hold
2,620
0.4% 32
2023
Q4
$398K Buy
+2,620
New +$398K 0.38% 37