Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377K Hold
2,402
0.02% 186
2025
Q1
$309K Hold
2,402
0.01% 198
2024
Q4
$341K Hold
2,402
0.02% 188
2024
Q3
$359K Hold
2,402
0.02% 185
2024
Q2
$310K Sell
2,402
-110
-4% -$14.2K 0.01% 188
2024
Q1
$342K Buy
+2,512
New +$342K 0.02% 159