Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Sell
699
-69
-9% -$21K 0.01% 751
2025
Q1
$206K Sell
768
-355
-32% -$95.3K 0.01% 734
2024
Q4
$276K Buy
+1,123
New +$276K 0.01% 638