Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Sell
1,391
-33
-2% -$12.8K 0.06% 219
2025
Q1
$546K Sell
1,424
-9
-0.6% -$3.45K 0.06% 221
2024
Q4
$637K Sell
1,433
-31
-2% -$13.8K 0.07% 214
2024
Q3
$758K Buy
+1,464
New +$758K 0.08% 206