Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$563K Sell
1,602
-274
-15% -$96.2K 0.04% 321
2025
Q1
$594K Buy
1,876
+204
+12% +$64.6K 0.05% 282
2024
Q4
$564K Buy
1,672
+74
+5% +$25K 0.04% 280
2024
Q3
$509K Sell
1,598
-21
-1% -$6.69K 0.04% 326
2024
Q2
$521K Buy
+1,619
New +$521K 0.04% 335