Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$782K Sell
18,209
-802
-4% -$34.5K 0.02% 438
2025
Q1
$420K Buy
19,011
+1,638
+9% +$36.2K 0.01% 455
2024
Q4
$726K Sell
17,373
-23
-0.1% -$961 0.02% 503
2024
Q3
$152K Buy
+17,396
New +$152K ﹤0.01% 945