Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$899K Sell
30,024
-513
-2% -$15.4K 0.09% 184
2025
Q1
$1.03M Sell
30,537
-14
-0% -$473 0.12% 168
2024
Q4
$903K Buy
30,551
+194
+0.6% +$5.74K 0.09% 184
2024
Q3
$953K Buy
+30,357
New +$953K 0.1% 174