Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Sell
4,843
-1,021
-17% -$86.3K 0.05% 264
2025
Q1
$344K Buy
5,864
+1,808
+45% +$106K 0.05% 242
2024
Q4
$328K Sell
4,056
-374
-8% -$30.2K 0.05% 181
2024
Q3
$354K Buy
4,430
+1,041
+31% +$83.1K 0.05% 337
2024
Q2
$424K Buy
+3,389
New +$424K 0.07% 163