Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$790K Hold
2,830
0.12% 101
2025
Q1
$882K Sell
2,830
-270
-9% -$84.1K 0.17% 93
2024
Q4
$808K Buy
+3,100
New +$808K 0.14% 94