Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Hold
5,220
0.27% 105
2025
Q1
$383K Sell
5,220
-809
-13% -$59.3K 0.32% 89
2024
Q4
$378K Buy
+6,029
New +$378K 0.3% 93