Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$906K Sell
5,600
-720
-11% -$116K 0.21% 46
2025
Q1
$675K Hold
6,320
0.13% 66
2024
Q4
$780K Buy
+6,320
New +$780K 0.64% 35