Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$444K Sell
495
-154
-24% -$138K 0.19% 88
2025
Q1
$437K Sell
649
-10
-2% -$6.74K 0.2% 93
2024
Q4
$423K Buy
+659
New +$423K 0.14% 115