Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Sell
3,676
-25
-0.7% -$2.04K 0.05% 190
2025
Q1
$367K Hold
3,701
0.06% 161
2024
Q4
$372K Buy
+3,701
New +$372K 0.06% 158