Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$678K Hold
2,300
0.06% 52
2025
Q1
$572K Hold
2,300
0.07% 52
2024
Q4
$506K Sell
2,300
-43
-2% -$9.45K 0.06% 52
2024
Q3
$518K Hold
2,343
0.06% 53
2024
Q2
$405K Sell
2,343
-2,822
-55% -$488K 0.05% 52
2024
Q1
$986K Buy
+5,165
New +$986K 0.13% 48