Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Sell
1,501
-1
-0.1% -$179 0.2% 95
2025
Q1
$241K Buy
1,502
+2
+0.1% +$321 0.2% 95
2024
Q4
$261K Buy
+1,500
New +$261K 0.21% 92