Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$577K Sell
1,898
-15
-0.8% -$4.56K 0.01% 252
2025
Q1
$514K Buy
1,913
+150
+9% +$40.3K 0.01% 252
2024
Q4
$434K Buy
+1,763
New +$434K 0.01% 285