Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
25,794
-246
-0.9% -$5.08K 0.01% 862
2025
Q1
$510K Buy
26,040
+4,226
+19% +$82.7K 0.01% 819
2024
Q4
$453K Sell
21,814
-6,755
-24% -$140K 0.01% 957
2024
Q3
$690K Sell
28,569
-2,631
-8% -$63.5K 0.01% 744
2024
Q2
$776K Buy
+31,200
New +$776K 0.01% 619