Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$525K Sell
28,247
-163
-0.6% -$3.03K ﹤0.01% 2290
2025
Q1
$330K Sell
28,410
-390
-1% -$4.53K ﹤0.01% 2539
2024
Q4
$590K Buy
28,800
+5,393
+23% +$111K ﹤0.01% 2049
2024
Q3
$288K Buy
+23,407
New +$288K ﹤0.01% 2603