Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$403K Sell
19,268
-663
-3% -$13.9K 0.02% 570
2025
Q1
$478K Sell
19,931
-329
-2% -$7.89K 0.03% 479
2024
Q4
$433K Buy
+20,260
New +$433K 0.02% 501