Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
39,709
-795
-2% -$25.9K 0.02% 496
2025
Q1
$1.67M Buy
40,504
+162
+0.4% +$6.66K 0.03% 379
2024
Q4
$1.38M Sell
40,342
-86
-0.2% -$2.95K 0.02% 457
2024
Q3
$1.74M Sell
40,428
-51
-0.1% -$2.19K 0.03% 392
2024
Q2
$1.05M Buy
+40,479
New +$1.05M 0.02% 518