Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
12,000
-20,000
-63% -$375K 0.09% 67
2025
Q1
$666K Hold
32,000
0.31% 36
2024
Q4
$722K Buy
+32,000
New +$722K 0.32% 40