Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Hold
2,475
0.16% 117
2025
Q1
$217K Hold
2,475
0.14% 122
2024
Q4
$224K Buy
+2,475
New +$224K 0.15% 119
2024
Q2
Sell
-5,415
Closed -$326K 134
2024
Q1
$326K Buy
+5,415
New +$326K 0.24% 106
2019
Q4
$98K Buy
+2,475
New +$98K 0.1% 137