Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Sell
885
-35
-4% -$11.5K 0.03% 383
2025
Q1
$246K Buy
920
+2
+0.2% +$534 0.03% 404
2024
Q4
$218K Buy
918
+13
+1% +$3.09K 0.02% 437
2024
Q3
$237K Sell
905
-4
-0.4% -$1.05K 0.03% 390
2024
Q2
$203K Buy
+909
New +$203K 0.03% 406