Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$395K Sell
16,169
-12
-0.1% -$294 0.21% 43
2025
Q1
$448K Hold
16,181
0.28% 37
2024
Q4
$528K Buy
+16,181
New +$528K 0.36% 32