Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$520K Sell
6,982
-1,361
-16% -$101K 0.13% 50
2025
Q1
$565K Hold
8,343
0.17% 40
2024
Q4
$517K Hold
8,343
0.15% 38
2024
Q3
$543K Buy
+8,343
New +$543K 0.16% 37