Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$783K Sell
2,907
-55
-2% -$14.8K 0.24% 61
2025
Q1
$751K Hold
2,962
0.26% 60
2024
Q4
$694K Buy
+2,962
New +$694K 0.25% 64