Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Sell
659
-1
-0.2% -$469 0.01% 467
2025
Q1
$307K Sell
660
-16
-2% -$7.45K 0.01% 432
2024
Q4
$283K Buy
+676
New +$283K 0.01% 450