Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$777K Sell
580
-18
-3% -$24.1K 0.18% 103
2025
Q1
$558K Sell
598
-3
-0.5% -$2.8K 0.13% 126
2024
Q4
$536K Buy
+601
New +$536K 0.12% 136