Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$849K Sell
2,379
-1
-0% -$357 0.58% 31
2025
Q1
$950K Hold
2,380
0.68% 31
2024
Q4
$855K Buy
+2,380
New +$855K 0.57% 38