Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$569K Sell
29,242
-1,294
-4% -$25.2K 0.01% 972
2025
Q1
$393K Buy
30,536
+3,685
+14% +$47.4K 0.01% 1155
2024
Q4
$463K Buy
+26,851
New +$463K 0.01% 994