Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Sell
1,120
-60
-5% -$17.7K 0.02% 285
2025
Q1
$314K Hold
1,180
0.02% 303
2024
Q4
$297K Buy
+1,180
New +$297K 0.01% 317