Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
865
-15
-2% -$5.27K 0.1% 141
2025
Q1
$279K Buy
880
+14
+2% +$4.43K 0.11% 137
2024
Q4
$292K Buy
+866
New +$292K 0.11% 118