Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Sell
1,756
-63
-3% -$11.4K 0.05% 339
2025
Q1
$315K Buy
1,819
+167
+10% +$28.9K 0.05% 321
2024
Q4
$325K Buy
+1,652
New +$325K 0.05% 308