Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Sell
721
-26
-3% -$9.28K 0.04% 141
2025
Q1
$298K Buy
747
+33
+5% +$13.2K 0.04% 126
2024
Q4
$256K Buy
714
+14
+2% +$5.03K 0.04% 138
2024
Q3
$242K Buy
+700
New +$242K 0.03% 148