Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$872K Sell
13,369
-104
-0.8% -$6.79K 0.02% 136
2025
Q1
$517K Hold
13,473
0.01% 141
2024
Q4
$556K Buy
+13,473
New +$556K 0.01% 140