Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$715K Sell
20,873
-1,375
-6% -$47.1K 0.32% 76
2025
Q1
$824K Buy
22,248
+250
+1% +$9.26K 0.39% 69
2024
Q4
$851K Buy
21,998
+2,485
+13% +$96.2K 0.38% 65
2024
Q3
$685K Buy
19,513
+905
+5% +$31.7K 0.3% 80
2024
Q2
$688K Buy
+18,608
New +$688K 0.32% 74