Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$561K Sell
26,800
-500
-2% -$10.5K 0.05% 228
2025
Q1
$655K Hold
27,300
0.06% 201
2024
Q4
$583K Sell
27,300
-350
-1% -$7.47K 0.05% 213
2024
Q3
$640K Buy
+27,650
New +$640K 0.06% 204