Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Sell
807
-13
-2% -$3.77K 0.19% 110
2025
Q1
$248K Sell
820
-2
-0.2% -$604 0.24% 95
2024
Q4
$227K Buy
+822
New +$227K 0.21% 102