Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Hold
3,000
0.13% 131
2025
Q1
$264K Sell
3,000
-300
-9% -$26.4K 0.21% 83
2024
Q4
$305K Buy
+3,300
New +$305K 0.27% 71