Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Sell
6,457
-4
-0.1% -$243 0.1% 167
2025
Q1
$371K Sell
6,461
-299
-4% -$17.2K 0.11% 167
2024
Q4
$334K Buy
+6,760
New +$334K 0.09% 180