Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
397
-28
-7% -$16.1K 0.09% 132
2025
Q1
$240K Sell
425
-24
-5% -$13.6K 0.1% 124
2024
Q4
$269K Sell
449
-30
-6% -$18K 0.1% 135
2024
Q3
$279K Buy
+479
New +$279K 0.11% 126