Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$553K Hold
2,638
0.17% 77
2025
Q1
$450K Sell
2,638
-80
-3% -$13.6K 0.16% 80
2024
Q4
$481K Buy
+2,718
New +$481K 0.17% 77