Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$674K Buy
23,277
+76
+0.3% +$2.2K 0.31% 67
2025
Q1
$656K Sell
23,201
-235
-1% -$6.65K 0.32% 59
2024
Q4
$534K Sell
23,436
-151
-0.6% -$3.44K 0.25% 67
2024
Q3
$519K Buy
+23,587
New +$519K 0.24% 73