Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$409K Hold
2,686
0.67% 37
2025
Q1
$394K Sell
2,686
-170
-6% -$25K 0.61% 35
2024
Q4
$369K Hold
2,856
0.62% 43
2024
Q3
$390K Buy
+2,856
New +$390K 0.83% 46