Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Sell
2,130
-65
-3% -$10.1K 0.03% 154
2025
Q1
$299K Hold
2,195
0.03% 149
2024
Q4
$295K Buy
+2,195
New +$295K 0.03% 147