Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
718
-23
-3% -$8.21K 0.14% 63
2025
Q1
$296K Buy
741
+4
+0.5% +$1.6K 0.14% 60
2024
Q4
$265K Buy
737
+6
+0.8% +$2.16K 0.12% 62
2024
Q3
$253K Buy
+731
New +$253K 0.12% 60