Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Sell
814
-7
-0.9% -$3.74K 0.04% 276
2025
Q1
$303K Sell
821
-110
-12% -$40.7K 0.03% 319
2024
Q4
$423K Buy
931
+144
+18% +$65.4K 0.04% 270
2024
Q3
$339K Sell
787
-1
-0.1% -$431 0.03% 316
2024
Q2
$288K Buy
788
+35
+5% +$12.8K 0.03% 327
2024
Q1
$264K Buy
+753
New +$264K 0.03% 350