Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Sell
16,271
-200
-1% -$5.79K 0.36% 42
2025
Q1
$466K Hold
16,471
0.41% 43
2024
Q4
$375K Buy
+16,471
New +$375K 0.31% 49