Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Sell
840
-5
-0.6% -$1.93K 0.26% 80
2025
Q1
$324K Hold
845
0.28% 80
2024
Q4
$376K Buy
+845
New +$376K 0.33% 74