Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Hold
1,052
0.04% 177
2025
Q1
$420K Hold
1,052
0.05% 146
2024
Q4
$378K Hold
1,052
0.05% 163
2024
Q3
$364K Sell
1,052
-55
-5% -$19K 0.05% 158
2024
Q2
$325K Hold
1,107
0.05% 165
2024
Q1
$369K Buy
+1,107
New +$369K 0.06% 147