Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$859K Buy
15,811
+28
+0.2% +$1.52K 0.09% 189
2025
Q1
$796K Sell
15,783
-143
-0.9% -$7.21K 0.09% 193
2024
Q4
$723K Buy
15,926
+557
+4% +$25.3K 0.08% 201
2024
Q3
$729K Buy
+15,369
New +$729K 0.08% 209