Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$579K Sell
3,634
-516
-12% -$82.2K 0.69% 47
2025
Q1
$636K Hold
4,150
0.76% 43
2024
Q4
$638K Buy
+4,150
New +$638K 0.89% 36