Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Sell
239
-12
-5% -$16.1K 0.23% 47
2025
Q1
$234K Sell
251
-4
-2% -$3.73K 0.18% 57
2024
Q4
$227K Buy
+255
New +$227K 0.19% 61