Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Sell
14,684
-3
-0% -$78 0.29% 79
2025
Q1
$373K Buy
14,687
+231
+2% +$5.87K 0.3% 78
2024
Q4
$306K Buy
+14,456
New +$306K 0.26% 93