Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
36,749
-924
-2% -$9.58K 0.01% 421
2025
Q1
$388K Buy
37,673
+658
+2% +$6.77K 0.01% 386
2024
Q4
$353K Buy
+37,015
New +$353K 0.01% 410