Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Sell
713
-7
-1% -$2.77K 0.13% 124
2025
Q1
$268K Buy
720
+39
+6% +$14.5K 0.13% 129
2024
Q4
$245K Buy
+681
New +$245K 0.12% 134