Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$520K Sell
36,749
-2,047
-5% -$29K 0.06% 184
2025
Q1
$462K Buy
38,796
+307
+0.8% +$3.66K 0.06% 184
2024
Q4
$391K Buy
38,489
+850
+2% +$8.65K 0.05% 211
2024
Q3
$352K Sell
37,639
-3,719
-9% -$34.8K 0.04% 219
2024
Q2
$332K Buy
+41,358
New +$332K 0.05% 218