Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Sell
1,958
-360
-16% -$78.5K 0.02% 249
2025
Q1
$315K Hold
2,318
0.02% 301
2024
Q4
$334K Buy
+2,318
New +$334K 0.02% 298