Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Sell
15,755
-100
-0.6% -$2.42K 0.29% 48
2025
Q1
$402K Hold
15,855
0.36% 47
2024
Q4
$421K Buy
+15,855
New +$421K 0.35% 45