Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$431K Hold
3,169
0.51% 60
2025
Q1
$420K Sell
3,169
-100
-3% -$13.2K 0.5% 59
2024
Q4
$370K Buy
+3,269
New +$370K 0.52% 57