Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
24,000
-30,800
-56% -$299K 0.18% 92
2025
Q1
$547K Hold
54,800
0.5% 44
2024
Q4
$486K Buy
+54,800
New +$486K 0.44% 51