Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$526K Sell
3,653
-7
-0.2% -$1.01K 0.03% 283
2025
Q1
$556K Buy
3,660
+11
+0.3% +$1.67K 0.04% 228
2024
Q4
$494K Sell
3,649
-6
-0.2% -$813 0.04% 242
2024
Q3
$509K Buy
3,655
+39
+1% +$5.43K 0.04% 236
2024
Q2
$494K Buy
+3,616
New +$494K 0.04% 228