Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Sell
24,957
-5,320
-18% -$149K 0.04% 68
2025
Q1
$1.09M Sell
30,277
-2,032
-6% -$73.3K 0.06% 59
2024
Q4
$1.35M Sell
32,309
-1,129
-3% -$47.3K 0.07% 57
2024
Q3
$1.08M Buy
33,438
+6,852
+26% +$222K 0.06% 64
2024
Q2
$1.03M Buy
+26,586
New +$1.03M 0.06% 68