Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
4,046
-215
-5% -$13.1K 0.1% 191
2025
Q1
$252K Hold
4,261
0.13% 141
2024
Q4
$211K Buy
+4,261
New +$211K 0.11% 176