Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
657
-34
-5% -$11.9K 0.11% 98
2025
Q1
$219K Buy
691
+22
+3% +$6.96K 0.12% 98
2024
Q4
$226K Buy
+669
New +$226K 0.11% 97