Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Hold
9,855
0.28% 94
2025
Q1
$249K Sell
9,855
-174
-2% -$4.4K 0.3% 89
2024
Q4
$266K Buy
+10,029
New +$266K 0.37% 73