Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
2,179
-12,722
-85% -$2.01M 0.21% 86
2025
Q1
$149K Hold
14,901
0.11% 90
2024
Q4
$148K Buy
+14,901
New +$148K 0.12% 70