Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
3,493
-22
-0.6% -$2.27K 0.04% 176
2025
Q1
$325K Sell
3,515
-174
-5% -$16.1K 0.03% 175
2024
Q4
$345K Sell
3,689
-2
-0.1% -$187 0.04% 177
2024
Q3
$361K Buy
+3,691
New +$361K 0.04% 173