Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$964K Sell
17,739
-833
-4% -$45.3K 0.04% 153
2025
Q1
$936K Sell
18,572
-2,102
-10% -$106K 0.05% 151
2024
Q4
$939K Buy
20,674
+547
+3% +$24.8K 0.05% 155
2024
Q3
$955K Buy
20,127
+450
+2% +$21.4K 0.05% 151
2024
Q2
$903K Buy
+19,677
New +$903K 0.05% 148