Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$849K Buy
10,671
+131
+1% +$10.4K 0.02% 78
2025
Q1
$744K Sell
10,540
-168
-2% -$11.9K 0.02% 75
2024
Q4
$762K Buy
10,708
+35
+0.3% +$2.49K 0.02% 73
2024
Q3
$801K Sell
10,673
-152
-1% -$11.4K 0.02% 72
2024
Q2
$827K Sell
10,825
-47
-0.4% -$3.59K 0.03% 66
2024
Q1
$821K Buy
10,872
+174
+2% +$13.1K 0.03% 63
2023
Q4
$860K Buy
10,698
+208
+2% +$16.7K 0.03% 58
2023
Q3
$697K Buy
10,490
+41
+0.4% +$2.73K 0.03% 58
2023
Q2
$790K Buy
+10,449
New +$790K 0.04% 52