Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Hold
16,766
0.46% 45
2025
Q1
$605K Sell
16,766
-3,636
-18% -$131K 0.64% 38
2024
Q4
$854K Buy
+20,402
New +$854K 0.92% 36