Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Hold
999
0.15% 104
2025
Q1
$272K Sell
999
-38
-4% -$10.3K 0.12% 116
2024
Q4
$344K Buy
+1,037
New +$344K 0.12% 128