Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Sell
800
-5,000
-86% -$1.47M 0.38% 41
2025
Q1
$1.44M Hold
5,800
1.52% 23
2024
Q4
$1.28M Buy
+5,800
New +$1.28M 1.29% 29