Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Sell
438
-35
-7% -$28.1K 0.06% 229
2025
Q1
$313K Buy
473
+113
+31% +$74.9K 0.06% 225
2024
Q4
$250K Buy
+360
New +$250K 0.04% 281