Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
748
-42
-5% -$16.2K 0.19% 38
2025
Q1
$303K Sell
790
-55
-7% -$21.1K 0.22% 36
2024
Q4
$376K Buy
+845
New +$376K 0.27% 36