Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$960K Hold
6,077
0.69% 33
2025
Q1
$659K Sell
6,077
-219
-3% -$23.7K 0.52% 36
2024
Q4
$845K Hold
6,296
0.66% 35
2024
Q3
$765K Buy
6,296
+200
+3% +$24.3K 0.6% 35
2024
Q2
$753K Buy
+6,096
New +$753K 0.64% 35