Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Hold
14,195
0.2% 74
2025
Q1
$393K Sell
14,195
-221
-2% -$6.12K 0.24% 67
2024
Q4
$470K Sell
14,416
-4,000
-22% -$131K 0.3% 64
2024
Q3
$661K Hold
18,416
0.41% 55
2024
Q2
$645K Buy
+18,416
New +$645K 0.42% 56