Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
16,664
-247
-1% -$17.4K 0.12% 160
2025
Q1
$1.24M Sell
16,911
-90
-0.5% -$6.6K 0.14% 155
2024
Q4
$1.07M Buy
17,001
+182
+1% +$11.4K 0.11% 166
2024
Q3
$1.11M Buy
+16,819
New +$1.11M 0.12% 163