Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$548K Sell
17,925
-3,741
-17% -$114K 0.01% 562
2025
Q1
$732K Sell
21,666
-2,999
-12% -$101K 0.01% 585
2024
Q4
$842K Buy
24,665
+104
+0.4% +$3.55K 0.01% 596
2024
Q3
$815K Sell
24,561
-8
-0% -$265 0.01% 603
2024
Q2
$666K Buy
+24,569
New +$666K 0.01% 614