Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
560
-15
-3% -$7.36K 0.03% 468
2025
Q1
$246K Sell
575
-1
-0.2% -$428 0.03% 479
2024
Q4
$245K Sell
576
-3
-0.5% -$1.28K 0.03% 456
2024
Q3
$272K Buy
+579
New +$272K 0.03% 420