Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Sell
608
-88
-13% -$50.8K 0.09% 140
2025
Q1
$394K Sell
696
-64
-8% -$36.2K 0.11% 121
2024
Q4
$456K Buy
+760
New +$456K 0.14% 105