Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$535K Sell
679
-26
-4% -$20.5K 0.02% 356
2025
Q1
$433K Sell
705
-2
-0.3% -$1.23K 0.01% 369
2024
Q4
$444K Buy
+707
New +$444K 0.01% 369