Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$956K Sell
3,046
-40
-1% -$12.6K 0.22% 160
2025
Q1
$940K Buy
3,086
+1,019
+49% +$310K 0.28% 119
2024
Q4
$687K Sell
2,067
-298
-13% -$99K 0.15% 262
2024
Q3
$789K Buy
2,365
+845
+56% +$282K 0.19% 202
2024
Q2
$626K Buy
+1,520
New +$626K 0.18% 224