Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$517K Sell
70
-30
-30% -$222K 0.28% 100
2025
Q1
$724K Buy
100
+50
+100% +$362K 0.77% 21
2024
Q4
$409K Buy
+50
New +$409K 0.4% 41