Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
2,824
-140
-5% -$11.3K 0.01% 858
2025
Q1
$241K Hold
2,964
0.02% 798
2024
Q4
$216K Buy
+2,964
New +$216K 0.01% 865