Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
3,579
-19
-0.5% -$1.42K 0.09% 164
2025
Q1
$244K Hold
3,598
0.09% 171
2024
Q4
$223K Hold
3,598
0.08% 170
2024
Q3
$234K Buy
+3,598
New +$234K 0.08% 172