Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Hold
3,266
0.27% 72
2025
Q1
$272K Sell
3,266
-15
-0.5% -$1.25K 0.31% 68
2024
Q4
$286K Buy
+3,281
New +$286K 0.31% 69