Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$564K Sell
3,706
-730
-16% -$111K 0.5% 32
2025
Q1
$651K Hold
4,436
0.66% 32
2024
Q4
$573K Buy
+4,436
New +$573K 0.55% 25