Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$527K Sell
6,660
-374
-5% -$29.6K 0.4% 70
2025
Q1
$700K Hold
7,034
0.46% 54
2024
Q4
$700K Buy
+7,034
New +$700K 0.46% 54