Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$582K Sell
11,604
-219
-2% -$11K 0.08% 222
2025
Q1
$558K Buy
11,823
+2,229
+23% +$105K 0.09% 211
2024
Q4
$507K Buy
9,594
+3,806
+66% +$201K 0.08% 223
2024
Q3
$321K Buy
5,788
+2,076
+56% +$115K 0.05% 319
2024
Q2
$216K Buy
+3,712
New +$216K 0.04% 386