Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Hold
3,073
0.04% 173
2025
Q1
$342K Hold
3,073
0.04% 173
2024
Q4
$318K Sell
3,073
-21
-0.7% -$2.17K 0.04% 166
2024
Q3
$346K Buy
+3,094
New +$346K 0.04% 173