Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$478K Sell
975
-87
-8% -$42.7K 0.19% 140
2025
Q1
$454K Buy
1,062
+76
+8% +$32.5K 0.2% 131
2024
Q4
$419K Buy
+986
New +$419K 0.12% 144