Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$731K Sell
21,399
-557
-3% -$19K 0.01% 1211
2025
Q1
$678K Sell
21,956
-5,365
-20% -$166K 0.01% 1188
2024
Q4
$863K Buy
27,321
+2,352
+9% +$74.3K 0.01% 1055
2024
Q3
$817K Buy
24,969
+6,738
+37% +$221K 0.01% 1082
2024
Q2
$482K Buy
+18,231
New +$482K 0.01% 1323