Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$517K Sell
44,223
-8,421
-16% -$98.5K 0.01% 878
2025
Q1
$521K Buy
52,644
+2,062
+4% +$20.4K 0.01% 811
2024
Q4
$533K Buy
50,582
+10,118
+25% +$107K 0.01% 873
2024
Q3
$459K Buy
40,464
+14,951
+59% +$170K 0.01% 958
2024
Q2
$348K Buy
+25,513
New +$348K 0.01% 1003