Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Buy
5,762
+37
+0.6% +$2.25K ﹤0.01% 957
2025
Q1
$329K Sell
5,725
-204
-3% -$11.7K ﹤0.01% 910
2024
Q4
$293K Buy
+5,929
New +$293K ﹤0.01% 979