Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$486K Sell
4,600
-1,200
-21% -$127K 0.58% 55
2025
Q1
$558K Hold
5,800
0.67% 48
2024
Q4
$548K Buy
+5,800
New +$548K 0.77% 42