Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Sell
407
-3
-0.7% -$2.69K 0.26% 97
2025
Q1
$279K Sell
410
-21
-5% -$14.3K 0.21% 121
2024
Q4
$271K Buy
431
+1
+0.2% +$630 0.2% 117
2024
Q3
$333K Buy
+430
New +$333K 0.26% 105