Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
774
-86
-10% -$30.7K 0.16% 32
2025
Q1
$343K Hold
860
0.23% 24
2024
Q4
$309K Hold
860
0.19% 26
2024
Q3
$298K Buy
+860
New +$298K 0.17% 26