Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Sell
1,351
-29
-2% -$6.07K 0.03% 460
2025
Q1
$250K Sell
1,380
-24
-2% -$4.35K 0.03% 472
2024
Q4
$266K Buy
1,404
+148
+12% +$28.1K 0.03% 444
2024
Q3
$228K Buy
+1,256
New +$228K 0.03% 454