Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539K Buy
3,333
+58
+2% +$9.38K 0.04% 392
2025
Q1
$350K Sell
3,275
-54
-2% -$5.77K 0.03% 462
2024
Q4
$411K Sell
3,329
-26
-0.8% -$3.21K 0.03% 420
2024
Q3
$512K Sell
3,355
-11
-0.3% -$1.68K 0.04% 372
2024
Q2
$399K Sell
3,366
-173
-5% -$20.5K 0.03% 417
2024
Q1
$442K Buy
+3,539
New +$442K 0.04% 349