Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
7,140
-210
-3% -$6.85K 0.21% 81
2025
Q1
$302K Hold
7,350
0.3% 65
2024
Q4
$255K Buy
+7,350
New +$255K 0.25% 69