Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Hold
365
0.16% 153
2025
Q1
$209K Sell
365
-650
-64% -$371K 0.21% 129
2024
Q4
$707K Buy
+1,015
New +$707K 0.69% 27