Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Sell
648
-5
-0.8% -$4.95K 0.37% 54
2025
Q1
$618K Hold
653
0.37% 54
2024
Q4
$598K Sell
653
-58
-8% -$53.1K 0.35% 60
2024
Q3
$630K Buy
+711
New +$630K 0.35% 63