Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Buy
51,464
+2,635
+5% +$13.4K 0.01% 487
2025
Q1
$344K Sell
48,829
-872
-2% -$6.14K 0.01% 419
2024
Q4
$500K Buy
49,701
+196
+0.4% +$1.97K 0.02% 337
2024
Q3
$724K Sell
49,505
-90
-0.2% -$1.32K 0.02% 267
2024
Q2
$778K Sell
49,595
-142
-0.3% -$2.23K 0.03% 247
2024
Q1
$863K Buy
+49,737
New +$863K 0.03% 236