Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$686K Sell
17,870
-101
-0.6% -$3.88K 0.04% 70
2025
Q1
$696K Sell
17,971
-351
-2% -$13.6K 0.04% 81
2024
Q4
$620K Sell
18,322
-496
-3% -$16.8K 0.03% 83
2024
Q3
$769K Sell
18,818
-34
-0.2% -$1.39K 0.04% 75
2024
Q2
$726K Buy
+18,852
New +$726K 0.04% 77