Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Sell
5,060
-234
-4% -$20.1K 0.03% 327
2025
Q1
$487K Buy
5,294
+133
+3% +$12.2K 0.04% 258
2024
Q4
$435K Sell
5,161
-36
-0.7% -$3.04K 0.03% 259
2024
Q3
$547K Buy
5,197
+29
+0.6% +$3.05K 0.05% 223
2024
Q2
$445K Buy
+5,168
New +$445K 0.04% 252