Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Sell
25,331
-2,926
-10% -$37.7K 0.11% 136
2025
Q1
$370K Buy
28,257
+1,582
+6% +$20.7K 0.14% 129
2024
Q4
$375K Buy
26,675
+6,328
+31% +$89K 0.13% 133
2024
Q3
$232K Buy
+20,347
New +$232K 0.08% 152