Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$817K Sell
8,904
-262
-3% -$24.1K 0.24% 72
2025
Q1
$806K Buy
9,166
+235
+3% +$20.7K 0.25% 71
2024
Q4
$826K Buy
8,931
+233
+3% +$21.6K 0.25% 65
2024
Q3
$807K Buy
8,698
+231
+3% +$21.4K 0.25% 67
2024
Q2
$635K Sell
8,467
-26
-0.3% -$1.95K 0.2% 74
2024
Q1
$733K Buy
+8,493
New +$733K 0.23% 71