Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Hold
1,260
0.22% 63
2025
Q1
$295K Sell
1,260
-25
-2% -$5.86K 0.32% 48
2024
Q4
$506K Buy
+1,285
New +$506K 0.54% 32