Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Sell
4,037
-129
-3% -$9.61K 0.01% 664
2025
Q1
$282K Sell
4,166
-186
-4% -$12.6K 0.01% 661
2024
Q4
$270K Buy
+4,352
New +$270K 0.01% 647