Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$432K Sell
4,056
-1,000
-20% -$107K 0.38% 12
2025
Q1
$444K Hold
5,056
0.46% 14
2024
Q4
$587K Buy
+5,056
New +$587K 0.59% 14