Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Hold
1,200
0.36% 51
2025
Q1
$267K Sell
1,200
-250
-17% -$55.5K 0.42% 44
2024
Q4
$363K Hold
1,450
0.42% 42
2024
Q3
$338K Buy
+1,450
New +$338K 0.26% 49