Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
941
-6
-0.6% -$1.98K 0.1% 137
2025
Q1
$312K Buy
947
+50
+6% +$16.5K 0.12% 120
2024
Q4
$248K Buy
+897
New +$248K 0.1% 136