Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438K Sell
489
-30
-6% -$26.9K 0.35% 64
2025
Q1
$353K Sell
519
-6
-1% -$4.08K 0.31% 83
2024
Q4
$331K Buy
+525
New +$331K 0.29% 86