Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$781K Buy
4,944
+750
+18% +$118K 0.52% 52
2025
Q1
$455K Buy
4,194
+4
+0.1% +$434 0.3% 85
2024
Q4
$563K Hold
4,190
0.38% 72
2024
Q3
$509K Hold
4,190
0.36% 79
2024
Q2
$518K Hold
4,190
0.4% 74
2024
Q1
$379K Buy
+4,190
New +$379K 0.28% 95