Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Hold
2,601
0.22% 96
2025
Q1
$233K Sell
2,601
-15
-0.6% -$1.35K 0.26% 79
2024
Q4
$260K Buy
+2,616
New +$260K 0.3% 77