Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$558K Hold
2,550
0.25% 41
2025
Q1
$357K Sell
2,550
-341
-12% -$47.7K 0.18% 49
2024
Q4
$482K Buy
+2,891
New +$482K 0.24% 44