Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Sell
328
-1
-0.3% -$895 0.06% 122
2025
Q1
$224K Hold
329
0.06% 143
2024
Q4
$207K Buy
329
+1
+0.3% +$629 0.06% 146
2024
Q3
$254K Buy
+328
New +$254K 0.08% 129