Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Sell
1,565
-255
-14% -$52.3K 0.33% 26
2025
Q1
$404K Hold
1,820
0.47% 18
2024
Q4
$456K Buy
1,820
+427
+31% +$107K 0.58% 18
2024
Q3
$325K Buy
+1,393
New +$325K 0.43% 21