Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Buy
3,495
+14
+0.4% +$965 ﹤0.01% 708
2025
Q1
$240K Sell
3,481
-18
-0.5% -$1.24K ﹤0.01% 717
2024
Q4
$215K Buy
3,499
+52
+2% +$3.2K ﹤0.01% 760
2024
Q3
$214K Buy
+3,447
New +$214K ﹤0.01% 783