Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Sell
1,623
-9
-0.6% -$2.74K 0.18% 108
2025
Q1
$438K Buy
1,632
+19
+1% +$5.1K 0.17% 109
2024
Q4
$397K Sell
1,613
-14
-0.9% -$3.45K 0.15% 117
2024
Q3
$373K Buy
1,627
+38
+2% +$8.71K 0.16% 116
2024
Q2
$321K Buy
1,589
+11
+0.7% +$2.22K 0.15% 124
2024
Q1
$308K Buy
+1,578
New +$308K 0.15% 126