Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
3,140
-350
-10% -$28.6K 0.1% 161
2025
Q1
$346K Hold
3,490
0.15% 135
2024
Q4
$350K Buy
+3,490
New +$350K 0.14% 131