Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$830K Sell
1,551
-55
-3% -$29.4K 0.13% 82
2025
Q1
$594K Sell
1,606
-62
-4% -$22.9K 0.1% 107
2024
Q4
$757K Sell
1,668
-6
-0.4% -$2.72K 0.13% 88
2024
Q3
$721K Buy
1,674
+48
+3% +$20.7K 0.13% 94
2024
Q2
$594K Buy
+1,626
New +$594K 0.11% 102