Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$619K Hold
1,948
0.39% 31
2025
Q1
$505K Sell
1,948
-555
-22% -$144K 0.38% 32
2024
Q4
$495K Buy
+2,503
New +$495K 0.45% 29