Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
627
-83
-12% -$45.8K 0.03% 320
2025
Q1
$420K Buy
710
+87
+14% +$51.5K 0.04% 267
2024
Q4
$383K Buy
+623
New +$383K 0.04% 288