Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$546K Sell
681
-25
-4% -$20K 0.09% 233
2025
Q1
$468K Buy
706
+10
+1% +$6.63K 0.09% 233
2024
Q4
$482K Buy
+696
New +$482K 0.1% 220