Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$541K Sell
2,580
-100
-4% -$21K 0.36% 43
2025
Q1
$457K Hold
2,680
0.35% 42
2024
Q4
$474K Buy
+2,680
New +$474K 0.35% 41