Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$500K Sell
2,729
-651
-19% -$119K 0.4% 22
2025
Q1
$594K Hold
3,380
0.53% 18
2024
Q4
$634K Buy
+3,380
New +$634K 0.58% 28