Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$474K Hold
2,552
0.3% 22
2025
Q1
$535K Sell
2,552
-128
-5% -$26.8K 0.35% 21
2024
Q4
$476K Buy
+2,680
New +$476K 0.32% 25