Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
929
-388
-29% -$108K 0.09% 155
2025
Q1
$410K Buy
1,317
+62
+5% +$19.3K 0.15% 98
2024
Q4
$327K Buy
+1,255
New +$327K 0.13% 107