Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Hold
3,018
0.37% 107
2025
Q1
$443K Sell
3,018
-754
-20% -$111K 0.47% 87
2024
Q4
$487K Buy
+3,772
New +$487K 0.72% 41