Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Hold
1,623
0.22% 73
2025
Q1
$259K Sell
1,623
-328
-17% -$52.4K 0.31% 65
2024
Q4
$260K Buy
+1,951
New +$260K 0.31% 66