Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
761
-231
-23% -$68.1K 0.17% 76
2025
Q1
$247K Hold
992
0.22% 60
2024
Q4
$218K Buy
+992
New +$218K 0.2% 66