Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$602K Sell
28,747
-144
-0.5% -$3.01K ﹤0.01% 600
2025
Q1
$693K Buy
28,891
+299
+1% +$7.17K ﹤0.01% 549
2024
Q4
$610K Sell
28,592
-94
-0.3% -$2.01K ﹤0.01% 573
2024
Q3
$664K Buy
+28,686
New +$664K ﹤0.01% 573