Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
1,180
-927
-44% -$203K 0.19% 116
2025
Q1
$351K Hold
2,107
0.23% 100
2024
Q4
$351K Buy
+2,107
New +$351K 0.23% 100