Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Hold
438
0.45% 38
2025
Q1
$414K Sell
438
-76
-15% -$71.9K 0.48% 35
2024
Q4
$471K Buy
+514
New +$471K 0.49% 34