Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Sell
831
-45
-5% -$14.3K 0.25% 72
2025
Q1
$235K Sell
876
-109
-11% -$29.3K 0.24% 76
2024
Q4
$374K Buy
+985
New +$374K 0.36% 49