Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Buy
+12,559
New +$376K 0.1% 156
2024
Q4
$386K Sell
13,069
-555
-4% -$16.4K 0.12% 145
2024
Q3
$428K Sell
13,624
-60
-0.4% -$1.88K 0.13% 145
2024
Q2
$494K Buy
13,684
+64
+0.5% +$2.31K 0.16% 137
2024
Q1
$513K Buy
+13,620
New +$513K 0.17% 141