Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Sell
540
-1
-0.2% -$551 ﹤0.01% 1177
2025
Q1
$320K Sell
541
-10
-2% -$5.91K 0.01% 1056
2024
Q4
$342K Buy
551
+23
+4% +$14.3K ﹤0.01% 1111
2024
Q3
$289K Buy
+528
New +$289K ﹤0.01% 1226