Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$547K Sell
682
-25
-4% -$20K 0.32% 94
2025
Q1
$468K Buy
707
+39
+6% +$25.8K 0.29% 103
2024
Q4
$463K Buy
+668
New +$463K 0.28% 103