Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$805K Buy
2,730
+11
+0.4% +$3.24K 0.18% 69
2025
Q1
$676K Sell
2,719
-38
-1% -$9.45K 0.16% 72
2024
Q4
$606K Sell
2,757
-6
-0.2% -$1.32K 0.13% 71
2024
Q3
$611K Buy
+2,763
New +$611K 0.14% 71