Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$448K Hold
14,954
0.35% 70
2025
Q1
$505K Sell
14,954
-495
-3% -$16.7K 0.44% 66
2024
Q4
$457K Buy
+15,449
New +$457K 0.4% 64