Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$536K Sell
973
-6
-0.6% -$3.31K 0.13% 181
2025
Q1
$579K Sell
979
-2
-0.2% -$1.18K 0.15% 162
2024
Q4
$603K Sell
981
-3
-0.3% -$1.85K 0.15% 161
2024
Q3
$533K Buy
+984
New +$533K 0.14% 168