Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$772K Sell
7,651
-445
-5% -$44.9K 0.03% 366
2025
Q1
$789K Buy
8,096
+140
+2% +$13.6K 0.03% 349
2024
Q4
$810K Buy
7,956
+1,805
+29% +$184K 0.03% 338
2024
Q3
$688K Sell
6,151
-1,154
-16% -$129K 0.03% 377
2024
Q2
$697K Sell
7,305
-211
-3% -$20.1K 0.03% 361
2024
Q1
$666K Sell
7,516
-1,284
-15% -$114K 0.03% 373
2023
Q4
$724K Buy
+8,800
New +$724K 0.04% 344