Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$545K Hold
1,161
0.05% 216
2025
Q1
$541K Sell
1,161
-590
-34% -$275K 0.05% 199
2024
Q4
$733K Buy
+1,751
New +$733K 0.07% 179