Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$614K Sell
27,409
-1,250
-4% -$28K 0.56% 50
2025
Q1
$651K Hold
28,659
0.65% 43
2024
Q4
$575K Buy
+28,659
New +$575K 0.57% 46