Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Sell
571
-3
-0.5% -$1.07K 0.15% 130
2025
Q1
$229K Hold
574
0.23% 110
2024
Q4
$206K Buy
+574
New +$206K 0.2% 121