Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
1,894
-160
-8% -$23.4K 0.22% 80
2025
Q1
$272K Hold
2,054
0.25% 75
2024
Q4
$238K Buy
+2,054
New +$238K 0.22% 79