Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$904K Buy
4,057
+1
+0% +$223 0.32% 30
2025
Q1
$834K Buy
4,056
+12
+0.3% +$2.47K 0.34% 28
2024
Q4
$739K Sell
4,044
-4
-0.1% -$731 0.28% 31
2024
Q3
$833K Buy
4,048
+4
+0.1% +$824 0.32% 28
2024
Q2
$708K Sell
4,044
-36
-0.9% -$6.3K 0.28% 29
2024
Q1
$701K Buy
+4,080
New +$701K 0.29% 28