Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$597K Buy
10,487
+22
+0.2% +$1.25K 0.01% 804
2025
Q1
$520K Sell
10,465
-345
-3% -$17.2K 0.01% 813
2024
Q4
$768K Buy
10,810
+65
+0.6% +$4.62K 0.01% 678
2024
Q3
$733K Buy
10,745
+190
+2% +$13K 0.01% 709
2024
Q2
$618K Buy
+10,555
New +$618K 0.01% 715