Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$669K Sell
4,247
-31
-0.7% -$4.89K 0.01% 240
2025
Q1
$754K Hold
4,278
0.02% 219
2024
Q4
$841K Buy
+4,278
New +$841K 0.02% 205