Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$617K Sell
20,609
-1,193
-5% -$35.7K 0.19% 81
2025
Q1
$478K Sell
21,802
-466
-2% -$10.2K 0.16% 91
2024
Q4
$489K Sell
22,268
-394
-2% -$8.65K 0.14% 96
2024
Q3
$556K Sell
22,662
-655
-3% -$16.1K 0.15% 94
2024
Q2
$488K Buy
+23,317
New +$488K 0.13% 102