Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Sell
8,783
-2,242
-20% -$74.1K 0.02% 574
2025
Q1
$288K Buy
11,025
+14
+0.1% +$366 0.02% 595
2024
Q4
$334K Buy
+11,011
New +$334K 0.02% 554