Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Hold
2,689
0.39% 42
2025
Q1
$594K Hold
2,689
0.54% 41
2024
Q4
$552K Sell
2,689
-11
-0.4% -$2.26K 0.5% 42
2024
Q3
$485K Hold
2,700
0.45% 43
2024
Q2
$402K Buy
+2,700
New +$402K 0.36% 47