Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$806K Sell
19,730
-48
-0.2% -$1.96K 0.42% 43
2025
Q1
$893K Buy
19,778
+2,104
+12% +$95K 0.5% 34
2024
Q4
$767K Buy
17,674
+511
+3% +$22.2K 0.43% 43
2024
Q3
$778K Buy
+17,163
New +$778K 0.42% 46