Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$547K Hold
3,560
0.17% 110
2025
Q1
$523K Hold
3,560
0.18% 103
2024
Q4
$488K Buy
3,560
+660
+23% +$90.6K 0.17% 108
2024
Q3
$396K Sell
2,900
-200
-6% -$27.3K 0.15% 113
2024
Q2
$317K Sell
3,100
-368
-11% -$37.6K 0.12% 118
2024
Q1
$308K Buy
+3,468
New +$308K 0.13% 117