Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Sell
4,781
-2,468
-34% -$217K 0.15% 227
2025
Q1
$511K Buy
+7,249
New +$511K 0.12% 232
2024
Q4
Sell
-7,990
Closed -$597K 398
2024
Q3
$597K Sell
7,990
-631
-7% -$47.1K 0.13% 243
2024
Q2
$517K Buy
+8,621
New +$517K 0.11% 260