Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$263K Sell
750
-14
-2% -$4.91K 0.12% 67
2024
Q4
$264K Buy
+764
New +$264K 0.12% 76
2024
Q2
$251K Buy
+708
New +$251K 0.1% 71