Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$789K Sell
5,180
-11
-0.2% -$1.68K 0.54% 35
2025
Q1
$762K Hold
5,191
0.52% 38
2024
Q4
$670K Buy
+5,191
New +$670K 0.46% 45