Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$608K Sell
8,029
-677
-8% -$51.3K 0.07% 291
2025
Q1
$621K Sell
8,706
-1,430
-14% -$102K 0.07% 262
2024
Q4
$889K Buy
10,136
+66
+0.7% +$5.79K 0.1% 215
2024
Q3
$842K Buy
+10,070
New +$842K 0.1% 223